Investment Strategies
Investment Strategies

Institutional Clients

Our Success is Our Clients’ Success

Sionna is successful when we help our clients achieve their investment goals. To remain focused, we work with a limited number of institutional clients. We want to know who you are, understand your unique needs and strive to exceed your expectations. We are serious about earning and maintaining your trust and confidence.

Investment Mandates

Sionna’s investment mandates are offered on a pooled fund and segregated account basis. All of our products follow Sionna's pragmatic approach to relative value.

Canadian Equity Strategies

CANADIAN LARGE CAP

  • Launched: December 2002
  • Provides investors with exposure to larger-cap Canadian companies; 30-45 holdings
  • Benchmark is the S&P/TSX Composite Index

CANADIAN ALL CAP

  • Launched: September 2007
  • Provides investors with exposure to Canadian companies across the capitalization range; 40-60 holdings
  • Benchmark is the S&P/TSX Composite Index

FOCUSED CANADIAN DIVIDEND

  • Launched: September 2011
  • Provides investors with exposure to Canadian companies across the capitalization range that we believe have strong, sustainable yields; 15-30 holdings
  • Benchmark is the S&P/TSX Composite Index

FOCUSED CANADIAN VALUE

  • Launched: September 2013
  • Provides investors with exposure to Canadian companies across the capitalization range; 20-30 holdings
  • Uses a benchmark-agnostic approach to stock selection

CANADIAN FUNDAMENTAL VALUE

  • Launched: June 2020
  • Provides investors with exposure to Canadian companies across the capitalization range that display deeper value characteristics; 20-45 holdings
  • Benchmark is the S&P/TSX Composite Index

Non-Domestic Equity Strategies

HIGH CONVICTION

  • Launched: December 2008
  • Provides investors with exposure to Canadian and U.S. equities and global ADRs across the capitalization range; 15-30 holdings
  • Uses a benchmark-agnostic approach to stock selection

FOCUSED U.S.

  • Launched: September 2013
  • Provides investors with exposure to U.S. companies across the capitalization range; 30-40 holdings
  • Uses a benchmark-agnostic approach to stock selection

FOCUSED GLOBAL

  • Launched: June 2016
  • Provides investors with exposure to global companies across the capitalization range; 30-45 holdings
  • Uses a benchmark-agnostic approach to stock selection

INTERNATIONAL

  • Launched: September 2020
  • Provides investors with exposure to international developed markets outside of the U.S. across the capitalization range; 30-45 holdings
  • Uses a benchmark-agnostic approach to stock selection

RESOURCE-FOCUSED ESG

  • Launched: March 2021
  • Provides investors with exposure to resource-focused Canadian and global companies across the capitalization range that have initiatives to improve their ESG profiles; 20-40 holdings
  • Uses a benchmark-agnostic approach to stock selection