Portfolio Manager, Aleksy Wojcik, discusses how the recent events surrounding the Russia/Ukraine conflict may be shifting the mindsets of global policy makers from an idealistic approach (ESG 1.0) to a realistic approach (ESG 2.0) that will better serve the global community.
Stephen Jenkins, CFA
Co-CIO
Kim Shannon, CFA, MBA
Founder and Co-Chief Investment Officer
When there is an unusual amount of uncertainty and nervousness in the market, there is a tendency to reach for more – more data, more analysis, more answers. But having more is neither efficient nor effective. Time is a finite resource. And more information does not necessarily equate to better decisions. We cannot model every scenario, let alone every risk. One must determine the most relevant and important information, manage the most detrimental risks, and move forward cautiously.
Kim Shannon discusses why she believes the pendulum is swinging to value stocks from growth stocks and why it won't be a short-lived trend.
Portfolio Manager, Aleksy Wojcik, provides an update on one of Sionna's holdings, ARC Resources, and why we believe it is an attractive opportunity for value investors.
Kim Shannon, CFA, MBA
Founder and Co-Chief Investment Officer
Kim Shannon, CFA, MBA
Founder and Co-Chief Investment Officer
Few events can be judged accurately as fortunate or unfortunate, or profitable or unprofitable at the time they occur. In many cases, only time will tell the whole story and challenges can often become opportunities and visa versa. The value investment approach has been challenged for a while, with recent weak performance dragging down the long-term annualized result. This weighs on investors’ perception, and they can be drawn to judgemental thoughts that may mislead them.
Kim Shannon joined Pierre Daillie to discuss value investing, inflation, and why the current leg in the economic cycle is a favourable backdrop for Canadian equities.