Empowered Women in Finance
Kim Shannon, CFA, MBA
Founder and Co-CIO
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."
published May 22, 2020
Value Investing – Bringing it All Together (Value Investing with Legends Podcast)
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Kim Shannon was recently a guest on the Value Investing with Legends Podcast, hosted by Tano Santos, Faculty Director of the Heilbrunn Center for Graham and Dodd Investing at Columbia Business School. Kim discusses why she became a believer in value investing, Sionna’s approach to portfolio construction and why now is the best time to buy value.
published April 29, 2020
New Bull Market for Value Stocks on the Horizon? (BNN)
Kim Shannon, President and Co-Chief Investment Officer
Sionna Investment Managers
published October 2019
Value Investing: Art vs. Science
Some say value investing is both an art and a science. It is an art because successful investing requires judgement honed from experience, an understanding of history to recognize patterns and the emotional fortitude to shield against psychological biases. Investing is also a science because cold hard analytics can be applied. However, when investors focus too narrowly on any single metric, there is a temptation to rush to judge the attractiveness of a security or portfolio.