Soundbites

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

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Narrow S&P/TSX Composite Leadership

June 2020

President and Co-CIO, Kim Shannon, explains how narrow market leadership has historically forecasted market pullbacks.

Value Opportunities in Today's Volatile Market

March 2020

Co-CIO Stephen Jenkins, outlines where Sionna has been finding opportunities during the recent market volatility.

Value Earnings Outpace Growth Earnings

November 2019

Stephen Jenkins outlines a surprising discrepancy that adds further support to the case for value.

The Value Minsky Moment is Near

November 2019

Kim Shannon discusses the extreme spread between value and growth, reminiscent of the year 2000.

Hype Indicator Suggests Caution

October 2019

Kim Shannon shares her observations about the growth of IPOs with negative earnings.

Dispersion Shows How Relatively Attractive Underperforming Value Is

October 2019

Kim Shannon shares her observations about a chart outlining the current dispersion between growth and value.


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