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 view it as entering a relationship. We want to know who you are, understand your unique needs and strive to exceed your expectations. We want you to share our passion for the craft of investing.

As with any relationship, communication is key to trust and confidence. We communicate by:

  • Maintaining an open and transparent dialogue
  • Producing thoughtful and thorough reporting
  • Making sure clients understand how we’re investing on their behalf

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.

Choose a fund below to view fund facts.

Relative Value

SIONNA CANADIAN LARGE CAP COMPOSITE (PDF)

  • Launched: December 2002
  • Provides investors with exposure to larger-cap Canadian companies
  • Follows Sionna’s pragmatic approach to relative value

SIONNA CANADIAN ALL CAP COMPOSITE (PDF)

  • Launched: September 2007
  • Provides investors with exposure to Canadian companies across the capitalization range
  • Follows Sionna’s pragmatic approach to relative value

SIONNA CANADIAN BALANCED COMPOSITE (PDF)

  • Launched: June 2003
  • Provides investors with exposure to larger-cap Canadian companies and to fixed income securities
  • Follows Sionna’s pragmatic approach to relative value in its equity investments

 

Focused Value

SIONNA CANADIAN SMALL CAP COMPOSITE (PDF)

  • Launched: March 2007
  • Provides investors with exposure to small- to mid-cap Canadian companies
  • Uses a benchmark-agnostic approach to stock selection

SIONNA FOCUSED CANADIAN VALUE COMPOSITE (PDF)

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

SIONNA HIGH CONVICTION COMPOSITE (PDF)

  • Launched: December 2008
  • Provides investors with exposure to Canadian and foreign companies across the capitalization range
  • Uses a benchmark-agnostic approach to stock selection