2023 Around the Corner – Market Insights Through Lens of a Seasoned Value Manager (9th Annual ETF Conference)
Kim Shannon, CFA, MBA
Founder and Co-Chief Investment Officer
published November 2022
posted in Video
published November 2022
posted in Soundbites
Sionna’s “Triple Threat” Stock Pick for the Capitalize for Kids Event
We likely would all agree that a great stock pick is one that demonstrates above-average expected returns, which compensates for any perceived risk taken. However, in a declining market, investors tend to have more aversion to possible risks than usual. But does that loss-aversion instinct serve investors well? As contrarian value investors, we are trained that opportunities lie “where dragons are” and that buying when fears are rampant, especially because of ephemeral risks, is often where big opportunities can be found.
published October 2022
posted in Insights
Are we there yet?
The year 2022 is shaping up to be one that many investors would like to forget, given the volatility and negative performance of equity and fixed income markets. With the declines witnessed to date, many investors are asking, “Are we there yet?”.
published September 2022
posted in Media
Kim Shannon Says Value Stocks are Finally Getting the Love They Deserve (The Globe & Mail; Report on Business Magazine)
Sionna’s Founder and Co-CIO, Kim Shannon, discusses our conviction in the value style of investing, Sionna's recent outperformance and highlights a few value opportunities in today’s market.
published August 2022
posted in Soundbites
Current Inflation Rates and P/E Multiples Appear Out of Sync with History
Kim Shannon discusses historical inflation and P/E multiples compared to those we are seeing today.
published August 2022
posted in operations
Liujian Tang
Liujian joined Sionna in 2022 and is an Associate, Portfolio Operations and Junior Trader. He first joined the industry in 2017, and prior to joining Sionna was an Analyst at TD Asset Management. Liujian earned his Master’s degree in Finance from McMaster University, holds the Certified Financial Risk Manager (FRM®) designation and is a CFA® charterholder.
published July 2022
posted in Insights
Regime Change
Recent actions in the global financial and economic landscape suggest that a regime change may be upon us. Today’s change centers around inflation and interest rates but could also be extended to wider issues such as deglobalization and decarbonization. The focus of this piece will be on regime change as it pertains to financial markets.
published July 2022
posted in Video
The TSX Should Outperform U.S. and Global Markets (BNN Bloomberg)
Kim Shannon, CFA, MBA
Founder and Co-Chief Investment Officer
published June 2022
posted in Soundbites
ESG 1.0 Evolving to ESG 2.0?
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.
published May 2022
posted in Video
Value Opportunity has Risen in Canadian Banks (BNN Bloomberg)
Kim Shannon, CFA, MBA
Founder and Co-Chief Investment Officer