Stephen Jenkins discusses the recent shift towards value and highlights an attractive opportunity in the North American space.
Kim Shannon discusses why the Canadian market is particularly attractive right now.
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.
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.
Marian Hoffmann discusses how the current market conditions are creating tremendous dislocations between share prices and intrinsic values.
Kim Shannon offers thoughts on the market's collective mania.