Sionna

Macro Value Investing: Navigating this Changing Market Environment (London Value Investor Conference)

published May 2023

posted in Video

Macro Value Investing: Navigating this Changing Market Environment (London Value Investor Conference)

Kim Shannon, CFA, MBA
Founder and Co-CIO

published May 2023

Beware of the Market’s Bad Breadth

Sionna's Co-CIO, Stephen Jenkins, discusses the poor market breadth in the U.S. market and what this type of environment has historically meant for investors.

published April 2023

posted in Soundbites, Uncategorized

Company Spotlight: Stella-Jones

Portfolio Manager, Aleksy Wojcik, provides an update on one of Sionna's holdings, Stella-Jones, and why we believe it is an attractive opportunity for value investors.

published April 2023

posted in Soundbites

Energy Update

Portfolio Manager, Aleksy Wojcik, provides an update on the ongoing energy "tug of war". In this piece, Aleksy discusses Sionna's view on energy, changes that have occurred within the space and specific catalysts that are on the horizon.

Now is an Opportunity for Canadian Equities to do Well (BNN Bloomberg)

published March 2023

posted in Video

Now is an Opportunity for Canadian Equities to do Well (BNN Bloomberg)

Kim Shannon, CFA, MBA
Founder & Co-CIO

published February 2023

posted in operations

Nicole Wu

Nicole joined Sionna in 2023 as Associate, Portfolio Operations. Nicole first joined the industry in 2021, and prior to joining Sionna she was in a fund accounting role at Citco. She earned her Bachelor of Commerce degree, specializing in accounting and finance, from University of Manitoba.

published January 2023

posted in Insights

Fish Don’t Know They’re in Water; Do Today’s Investors Know a Regime Shift has Occurred?

Lessons from history suggest investors should rebalance their excess allocation to growth down to an underweight, or at least a balance with value. Many investors who do not recognize a "regime change" has occurred in the market, largely appear to be discounting growth's underperformance as temporary. Some are justifying inaction with comments that the revaluation has largely occurred, thus it is too late to switch. But as we all know, the early bird often gets the worm (and the most excess returns).

published December 2022

posted in Media