Company Spotlight: Linamar

Associate Portfolio Manager, Joanna Wolff, provides an update on Linamar Corporation and outlines our thesis on the name.

Resources Discussion (ETF Conference)

Resources Discussion (ETF Conference)

Aleksy Wojcik, CFA
Portfolio Manager

When Quality Stumbles

‘Quality’ as a distinct category or style of investing is relatively new, growing in popularity during the early part of the century and gaining a strong foothold amongst the investment world post the global financial crisis. What perhaps has been lost on many investors though is the fact that, like all assets, quality needs to be underpriced to outperform in the long run. Valuations matter!

Company Spotlight: Ahold Delhaize NV

Co-CIO, Stephen Jenkins, provides an update on one of Sionna's holdings, Ahold Delhaize, and why we believe it is an attractive opportunity for value investors.

Value – a Bullish Outlook? (ETF Conference)

Value – a Bullish Outlook? (ETF Conference)

Kim Shannon, CFA, MBA
Founder and Co-CIO

Nine Canadian Fund Managers Offer Their Top Picks and Portfolio Advice for 2024 (The Globe & Mail)

Sionna's Founder and Co-CIO, Kim Shannon, discusses the attractive Canadian market and highlights a current holding.

Odds are Value is a Compelling Buy Now

Although there is not a completely reliable/foolproof predictive tool, a study of market history can provide some useful guideposts to steer wary investors. In this Soundbite, we share some historical charts that we believe illustrate how investors have interacted with market fundamentals previously, which appear to offer some rough guideposts in today’s market.

Empowered Women in Finance

Empowered Women in Finance

Kim Shannon, CFA, MBA
Founder and Co-CIO

How on Earth do you Allocate Effectively When the U.S. Market has Grown so Large? (The Brandes Center)

Sionna's Founder and Co-CIO, Kim Shannon, participated in a discussion where members of The Brandes Center's Advisory Board shared ideas on what defines a "neutral" country allocation.

Energy Transition Opportunities: North American LNG

By the middle of this decade, we will likely be into the next phase of potentially lower global carbon emissions with the continued replacement of higher emission energy (coal) with lower emission options (natural gas). We will likely see North America solidified as a global cleaner energy exporter and energy independence also may occur within this timeframe. We believe there are plenty of investment opportunities within the energy space that will help the world reach this next phase, but patience is required.