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.
Kim Shannon, CFA, MBA
Founder & Co-CIO
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).
Sionna's Founder and Co-CIO, Kim Shannon, discusses the attractive Canadian market and highlights a current holding.
Kim Shannon, CFA, MBA
Founder & Co-CIO
Kim Shannon, CFA, MBA
Founder & Co-CIO
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.
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.
Joanna is a Portfolio Manager and joined Sionna in 2022, and is the co-lead Portfolio Manager for Sionna's Global strategy. 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.
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.