Company Spotlight: Stella-Jones

Portfolio Manager, Aleksy Wojcik, provides an update on one of Sionna's holdings, Stella-Jones, and why we believe it is an attractive opportunity for value investors.

More Than a ‘Flash in the Pan’? The TSX is on a Roll for Now (Financial Post)

Kim Shannon discusses why she believes the pendulum is swinging to value stocks from growth stocks and why it won't be a short-lived trend.

The Return of Value, Inflation and Canadian Equities (Raise Your Average)

Kim Shannon, CFA, MBA
Founder and Co-Chief Investment Officer

Non-U.S. Returns Look Set to Outperform (Audio)

Co-CIO, Stephen Jenkins, provides an update on global stock markets and why we are looking to areas outside of the U.S. for future outperformance.

This Year’s Rotman Alumni Award Winners Show Us What it Means to be a Leader

Kim Shannon has been named Rotman's Lifetime Achievement Award winner this year. Kim discusses her 40-year career and why she believes "there's no point in slowing down now."

Value Investing: Art vs. Science

Some say value investing is both an art and a science. It is an art because successful investing requires judgement honed from experience, an understanding of history to recognize patterns and the emotional fortitude to shield against psychological biases.  Investing is also a science because cold hard analytics can be applied. However, when investors focus too narrowly on any single metric, there is a temptation to rush to judge the attractiveness of a security or portfolio.

Stock Market Shakeout: Big Investors now Shun the Growth-at-all-Costs Model (The Globe and Mail)

Kim Shannon offers thoughts on the market's collective mania.

The Sionna Hype Cycle of Investment Products

Over the years, we have watched the annual Gartner Hype Cycle forecasts with interest. For those that are not familiar with it, the Gartner Hype Cycle outlines extreme peaks and troughs that can occur with new technology trends. It demonstrates how hype can build and eventually collapse under the weight of over-inflated expectations, until finally the collective wisdom settles into a more balanced reality about the growth of a new product or concept.

As the hype for the new and novel seemed to gather steam this fall, we developed our own “cheeky” version – the Sionna Hype Cycle of Investment Products – in tribute to Gartner’s innovation.