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
Nine Canadian Fund Managers Offer Their Best Portfolio Advice and Top Picks for 2023 (The Globe & Mail)
Sionna's Founder and Co-CIO, Kim Shannon, discusses the attractive Canadian market and highlights a current holding.
published December 2022
posted in Video
Capitalizing on Canadian Equities in 2023 (BNN Bloomberg)
Kim Shannon, CFA, MBA
Founder & Co-CIO
published December 2022
posted in Video
TC Energy Stock is in Good Hands (BNN Bloomberg)
Kim Shannon, CFA, MBA
Founder & Co-CIO
published December 2022
posted in Media
Five Key Investment Themes to Consider for 2023 (The Globe & Mail)
Sionna's Founder and Co-CIO, Kim Shannon, discusses the Canadian market and why she believes Canada is currently more attractive than the U.S.
published November 2022
posted in Soundbites
Company Spotlight: Canadian Tire
Equity Research Analyst, Stuart Tabor, provides an update on one of Sionna's holdings, Canadian Tire, and why we believe it is an attractive opportunity for value investors.
published November 2022
posted in investment
Joanna Wolff
Joanna is a Portfolio Manager and joined Sionna in 2022. Joanna joined the industry in 2010 and has experience in both domestic and global equity markets, most recently as an Investment Analyst and Investment Counsellor at Manitou Investment Management. Joanna is a contributor to The Analyst publication for the CFA Society Toronto and a guest judge for the Value Investing course at the University of Toronto’s Rotman School of Management. She is also a member of Women in Capital Markets and 100 Women in Finance. Joanna earned her Honours MBA from Queen’s University and Bachelor of Industrial Engineering from the University of Toronto. Joanna is a CFA® charterholder.
published November 2022
posted in Media
Three Hall-of-Fame Investors Share the Lessons They Learned Along the Way (Financial Post)
Last month, three legendary Canadian investors were inducted into the Investing Industry Association of Canada’s Hall of Fame, including Kim Shannon. Kim started her investing career in 1983. A trailblazer on the Canadian investment scene, she went on to found Sionna Investment Managers in 2002 and built it into one of the largest female-led independent investment firms in the country.