Media

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Visions of Value (Investment Executive)

April 2021

Stephen Jenkins discusses the recent shift towards value and highlights an attractive opportunity in the North American space.

Don't Panic, but be Prepared. An Investors' Survival Guide for the Unstable, Uncertain and Volatile Months Ahead (The Globe and Mail)

September 2020

Kim Shannon discusses why the Canadian market is particularly attractive right now.

The Pendulum’s Swing Back to Value is Only a Matter of Time (Les Affaires)

August 2020

Stephen Jenkins discusses our conviction in the value style and where we are finding opportunities within Sionna's North American strategy. This article has been translated with permission from Les Affaires.

Value Investing - Bringing it All Together (Value Investing with Legends Podcast)

May 2020

Kim Shannon was recently a guest on the Value Investing with Legends Podcast, hosted by Tano Santos, Faculty Director of the Heilbrunn Center for Graham and Dodd Investing at Columbia Business School. Kim discusses why she became a believer in value investing, Sionna’s approach to portfolio construction and why now is the best time to buy value.

Now's the Time to Buy (Morningstar)

April 2020

Marian Hoffmann discusses how the current market conditions are creating tremendous dislocations between share prices and intrinsic values.

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

September 2019

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


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