O Canada (Value Investor Insight)
Kim Shannon was recently interviewed by Value Investor Insight where she discussed some of the investment implications caused by the recent tensions between Canada and the U.S.
published April 2025
published April 2025
Has a U.S. Exceptionalism Theme Left Global Portfolios Exposed to Concentration Risk? (ACPM The Observer)
Stephen Jenkins wrote an article for ACPM's The Observer magazine discussing why investors may want to consider re-balancing away from an over-exposed U.S. stock market.
published March 2025
A Resemblance to the 1966-1982 Sideways Market
1966-1982 was a period of high inflation and weak economic growth: in short, stagflation. More recently, during the four years since rates bottomed and subsequently rose from the lows in the summer of 2020, the market has delivered a stealth value recovery in major markets outside of the U.S. (the U.S. market is distorted by the Magnificent 7 stocks). This seems reminiscent of the early stages of the 1966-1982 period.
published October 2023
Energy Transition Opportunities: North American LNG
By the middle of this decade, we will likely be into the next phase of potentially lower global carbon emissions with the continued replacement of higher emission energy (coal) with lower emission options (natural gas). We will likely see North America solidified as a global cleaner energy exporter and energy independence also may occur within this timeframe. We believe there are plenty of investment opportunities within the energy space that will help the world reach this next phase, but patience is required.
published April 2023
Company Spotlight: Stella-Jones
Portfolio Manager, Aleksy Wojcik, provides an update on one of Sionna's holdings, Stella-Jones, and why we believe it is an attractive opportunity for value investors.
published March 2022
More Than a ‘Flash in the Pan’? The TSX is on a Roll for Now (Financial Post)
Kim Shannon discusses why she believes the pendulum is swinging to value stocks from growth stocks and why it won't be a short-lived trend.
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 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 September 2021
This Year’s Rotman Alumni Award Winners Show Us What it Means to be a Leader
Kim Shannon has been named Rotman's Lifetime Achievement Award winner this year. Kim discusses her 40-year career and why she believes "there's no point in slowing down now."