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Invest Like a Legend: Kim Shannon (Globe and Mail)

January 2011

"How I would invest a $100,000 windfall: I love giving 500-year-old investment advice from a German banker called Jacob Fugger the Rich: Keep one-quarter each in stocks, bonds, real estate and gold coins. Gold coins were the currency of his day. In modern-day terms, he's talking about T-bills. What he's telling you is to dynamically rebalance-sell asset-mix winners and buy asset-mix losers. All sorts of studies show the more you dynamically rebalance, the better your long-term returns. It sounds easy, but it's incredibly difficult to do."

Roundtable Part 1: Can You Still Bank on the Banks (Morningstar)

May 2010

Always a huge presence in the Canadian equity market, the major banks have been instrumental in the robust recovery from last year's bear-market bottom. Since March 2009 the financial services sector, dominated by the banks, has roughly doubled in value to lead all others. Weighing in on the future prospects for the banks, in today's part one of Morningstar's Canadian equity roundtable, are Kim Shannon president and chief investment officer of Sionna Investment Management Inc.; Martin Hubbes, chief investment officer at AGF Investments Inc.; and Ian Hardacre, vice-president at Invesco Trimark Ltd. They spoke with Morningstar columnist Sonita Horvitch, whose three-part series continues on Wednesday and concludes on Friday.

Roundtable Part 2: Fueling Returns (Morningstar)

May 2010

In today's part two of Morningstar's Canadian equity roundtable, the portfolio managers discuss life insurers, energy producers and gold miners. Our three panelists: Kim Shannon, president and chief investment officer of Sionna Investment Management Inc.; Martin Hubbes, chief investment officer at AGF Investments Inc.; and Ian Hardacre, vice-president at Invesco Trimark Ltd.

Roundtable Part 3: Time for Telecom? (Morningstar)

May 2010

In today's third and final installment of this week's Canadian equity roundtable, the managers' discussion turned to stocks in the consumer and telecom sectors. Our three panellists: Kim Shannon, president and chief investment officer of Sionna Investment Management Inc.; Martin Hubbes, chief investment officer at AGF Investments Inc.; and Ian Hardacre, vice-president at Invesco Trimark Ltd. They spoke with Morningstar columnist Sonita Horvitch.

An Independent Mind (Globe Investor Magazine)

February 2008

Kim Shannon has made a career out of being a contrarian: She abandoned a career in science for the vicissitudes of the market, then walked away from CI Financial Income Fund to form an alliance with Brandes Investment Partners. Shannon now has a bone to pick with the conventional wisdom that says men are better investors than women. Here, she explains why.

Hotshot Money Manager of the Month: Kim Shannon (Globe and Mail ROB)

May 2003

Everyone’s a value investor today, now that ‘momentum,’ ‘rotation’ and ‘growth’ are tarnished terms. That’s also a smart strategy, since buying underpriced shares is the only time-tested way of outperforming the market. But what puts the value in value investing?


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