Stephen Jenkins explains why valuations are so important and how the price paid can impact future returns.
President and Co-CIO, Kim Shannon, explains how narrow market leadership has historically forecasted market pullbacks.
Co-CIO Stephen Jenkins, outlines where Sionna has been finding opportunities during the recent market volatility.
Stephen Jenkins outlines a surprising discrepancy that adds further support to the case for value.
Kim Shannon discusses the extreme spread between value and growth, reminiscent of the year 2000.
Kim Shannon shares her observations about the growth of IPOs with negative earnings.