Soundbites briefly explore what’s on Sionna managers’ minds.

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Current Inflation Rates and P/E Multiples Appear Out of Sync with History

August 2022

Kim Shannon discusses historical inflation and P/E multiples compared to those we are seeing today.

ESG 1.0 Evolving to ESG 2.0?

June 2022

Portfolio Manager, Aleksy Wojcik, discusses how the recent events surrounding the Russia/Ukraine conflict may be shifting the mindsets of global policy makers from an idealistic approach (ESG 1.0) to a realistic approach (ESG 2.0) that will better serve the global community.

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

January 2022

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.

Energy Crisis or Energy Tightness? An Opportunity Either Way

December 2021

Portfolio Manager, Aleksy Wojcik, discusses a culmination of energy issues that have emerged since the start of the pandemic, and addresses the big question: “are we in an energy crisis”?

Suncor Energy (Audio)

June 2021

Portfolio Manager, Gary Chow, provides an update on Suncor Energy and why we believe it is an attractive opportunity for value investors.

A Reversion Expected (Audio)

May 2021

Listen as Portfolio Manager, Gary Chow, discusses the current valuation spread between the Canadian and U.S. markets.

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