Soundbites
Soundbites briefly explore what’s on Sionna managers’ minds.
The Home Country Bias Series
February 2025
Since the U.S. President first threatened tariffs on Canadian goods, there has been a change in sentiment among Canadians that has sparked our investment team’s interest. We’re launching a new series – The Home Country Bias – to address questions investors may have as we continue to navigate through an uncertain environment.
Trump's New Initiative: Impacts on Canada
January 2025
It’s challenging to measure the full impact of Trump’s statements on the Canadian stock market with any accuracy. Protectionist policies will likely be front and center for the new U.S. administration, and as their largest trading partner, Canada will be a focus.
A Few Things we Know for Sure
October 2024
Kim Shannon outlines a few things we know for sure as the market makes daily new highs.
Company Spotlight: Linamar
February 2024
Associate Portfolio Manager, Joanna Wolff, provides an update on Linamar Corporation and outlines our thesis on the name.
Company Spotlight: Ahold Delhaize NV
December 2023
Co-CIO, Stephen Jenkins, provides an update on one of Sionna's holdings, Ahold Delhaize, and why we believe it is an attractive opportunity for value investors.
Odds are Value is a Compelling Buy Now
December 2023
Although there is not a completely reliable/foolproof predictive tool, a study of market history can provide some useful guideposts to steer wary investors. In this Soundbite, we share some historical charts that we believe illustrate how investors have interacted with market fundamentals previously, which appear to offer some rough guideposts in today’s market.
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