Company Spotlight: ARC Resources
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.
published March 2022
posted in Soundbites
published March 2022
The Return of Value, Inflation and Canadian Equities (Raise Your Average)
Kim Shannon, CFA, MBA
Founder and Co-Chief Investment Officer
published March 2022
posted in Video
The TSX is Back to a Very Positive Return Situation (BNN Bloomberg)
Kim Shannon, CFA, MBA
Founder and Co-Chief Investment Officer
published January 2022
posted in Insights
You Can’t Judge a Book by its Cover: Perspectives on Judging Investment Performance
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.
published January 2022
posted in Media
Inflation, Value Investing & Canada Now (AdvisorAnalyst)
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.
published January 2022
Non-U.S. Returns Look Set to Outperform (Audio)
Co-CIO, Stephen Jenkins, provides an update on global stock markets and why we are looking to areas outside of the U.S. for future outperformance.
published December 2021
posted in Video
TSX Has One of the Cheapest Valuations Right Now (BNN Bloomberg)
Kim Shannon, CFA, MBA
Founder and Co-Chief Investment Officer
published December 2021
posted in Soundbites
Energy Crisis or Energy Tightness? An Opportunity Either Way
Portfolio Manager, Aleksy Wojcik, discusses a culmination of energy issues that have emerged since the start of the pandemic, and addresses the big question: “are we in an energy crisis”?
published December 2021
posted in Video
Canadian Banks are Over-Capitalized (BNN Bloomberg)
Kim Shannon, CFA, MBA
Founder and Co-Chief Investment Officer
published October 2021
posted in Insights
The Case for Canadian Dividends
Dividends have historically been a meaningful component of market returns. This is particularly true in Canada where dividends have comprised 30-40% of TSX Composite Index total returns over the past three decades. While dividend returns have been dwarfed by price returns in recent years, we believe this has created an attractive setup for dividend-paying stocks to outperform going forward.