May 2017
At a luncheon organized by Sionna Investment Managers and held in Toronto on Tuesday, three portfolio managers from the institutional investment firm were asked what steps they had taken to protect Sionna’s assets against the disruptors, those companies with new business models that threaten the established order.
December 2016
By almost any standard, the Canadian fund business has a huge gender imbalance. Compared to other professions, and even compared to mutual funds globally, female fund managers in Canada are vastly outnumbered by men, according to new Morningstar research reinforcing long-standing trends.
September 2016
Since human beings have a tendency for excess, it often leads to irrational behaviour in financial markets. While many investors try to capitalize on market dislocations, value-oriented equity managers are particularly focused on taking advantage of the irrational pricing that occurs as a result.
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.
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.
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.