2022 November

Sionna’s “Triple Threat” Stock Pick for the Capitalize for Kids Event

We likely would all agree that a great stock pick is one that demonstrates above-average expected returns, which compensates for any perceived risk taken. However, in a declining market, investors tend to have more aversion to possible risks than usual. But does that loss-aversion instinct serve investors well? As contrarian value investors, we are trained that opportunities lie “where dragons are” and that buying when fears are rampant, especially because of ephemeral risks, is often where big opportunities can be found.

2023 Around the Corner – Market Insights Through Lens of a Seasoned Value Manager (9th Annual ETF Conference)

Sionna’s “Triple Threat” Stock Pick for the Capitalize for Kids Event