Media

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Energy Stocks Find Favour with Sionna Manager (Morningstar)

September 2016

A couple of years ago, when oil prices dipped below US$40," says Shannon, "we started seeing a lot of value in commodities and in the stocks. We began as sector- neutral, so when oil prices and high-quality names dipped below intrinsic value, we started to add to the stocks.

P&Cs use a Disciplined Approach (Investment Executive)

May 2016

Property and casualty (P&C) insurers' stocks aren't on the radar of a lot of investors, but you and your clients might consider Fairfax Financial Holdings Ltd. and Intact Financial Corp., both based in Toronto. These companies have good prospects and the shares are reasonably priced.

A Lesson in Value Investing from Sionna Investment Managers (Financial Post)

May 2016

For those who attend investment seminars wanting to hear the speaker’s best five stock tips, this week’s presentation by portfolio managers at Sionna Investment Managers will have been disappointing. But for those who wanted to learn how a value manager goes about its craft, about how decisions are made at what must be the country’s most diverse money management firm, the event was a winner.

Life Insurers Weather Headwinds (Investment Executive)

April 2016

Low interest rates and losses in the energy sector are putting downward pressure on the shares of large lifecos. These solid companies could offer investing opportunities.

Sionna’s Kim Shannon Unveils the Case for Imperial Oil, One Clue at a Time (Financial Post)

November 2015

There is a fair chance that Imperial Oil, which reported its third quarter financials Friday, is etched in the mind of Kim Shannon, founder and chief investment officer at Sionna Investment Managers.

Welcome Home, Kim Shannon (Rotman Asset Management Association)

October 2015

I had had the chance to catch Kim Shannon speak the year before at a RAMA event. She had just published her book, The Value Proposition, which had brought a packed audience of faculty, alumni and industry insiders. The speech explained her incredibly unique approach to value investing. Her sensitivity to the Canadian market had allowed her to abandon the pure-blood value investing approach in favour of her own “relative value” method, which accounted for a country overweight in cyclical stocks.


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