Expect Continued Outperformance in Canadian Markets (BNN Bloomberg)
Kim Shannon, CFA, MBA
Founder and Co-Chief Investment Officer
published May 2021
posted in Video
From Graham to Buffett and Beyond Panel (Columbia Business School)
Kim Shannon, CFA, MBA
President and Co-Chief Investment Officer
published May 2021
posted in Soundbites
A Reversion Expected (Audio)
Listen as Portfolio Manager, Gary Chow, discusses the current valuation spread between the Canadian
and U.S. markets.
published May 2021
posted in Video
Quality Real Estate will fill up Fastest in a Recovery Phase (BNN Bloomberg)
Kim Shannon, CFA, MBA
President and Co-Chief Investment Officer
published April 2021
posted in Insights
Simplification
An Internet search on the subject of “ways to simplify your life” offers up hundreds of articles, reports and books on the seemingly popular topic. Many of these pieces are penned by so-called life gurus, and recommend solutions such as “declutter your house”, “remove toxic influences”, “take control of your finances” and the very popular “reduce your social media use”. The basic concepts of simplification transfer well to the world of investment management, and have been the core of investment philosophies of some of the industry’s most successful and esteemed investors, Warren Buffett included.
published April 2021
posted in Media
Visions of Value (Investment Executive)
Stephen Jenkins discusses the recent shift towards value and highlights an attractive opportunity in the North American space.
published March 2021
posted in Video
Canada Has Lower Price Multiples Than Anywhere Else (BNN Bloomberg)
Kim Shannon, CFA, MBA
President and Co-Chief Investment Officer
published March 2021
posted in Soundbites
Low Bond Yields Are Not Deterministic of P/E Multiples (Audio)
Listen as Kim Shannon, explains the relationship between bond yields and P/E multiples.
published March 2021
posted in Soundbites
Low But Rising Inflation is Good for Equities (Audio)
Listen as Kim Shannon explains what a low but rising inflation rate could mean for equities.
published February 19, 2021
posted in Video
Canadian Pipeline Opportunities are Overlooked and Underfollowed (BNN Bloomberg)
Kim Shannon, CFA, MBA
President and Co-Chief Investment Officer