Sionna's Kim Shannon remembers Black Monday on its 30th anniversary.
For Marian Hoffmann, inspiration struck when she was still in university studying economics. There she found herself drawn to the ideas of Yale University's legendary money manager David Swensen, who was teaching a course in portfolio management. Mr. Swensen runs Yale's successful $25-billion-plus endowment fund.
At a luncheon organized by Sionna Investment Managers and held in Toronto on Tuesday, three portfolio managers from the institutional investment firm were asked what steps they had taken to protect Sionna’s assets against the disruptors, those companies with new business models that threaten the established order.
By almost any standard, the Canadian fund business has a huge gender imbalance. Compared to other professions, and even compared to mutual funds globally, female fund managers in Canada are vastly outnumbered by men, according to new Morningstar research reinforcing long-standing trends.
Some people look at small caps as high-risk, low-visibility stocks that can be difficult to buy and sell as needed. Teresa Lee sees opportunity.
Since human beings have a tendency for excess, it often leads to irrational behaviour in financial markets. While many investors try to capitalize on market dislocations, value-oriented equity managers are particularly focused on taking advantage of the irrational pricing that occurs as a result.