Soundbites
Soundbites briefly explore what’s on Sionna managers’ minds.
Value Opportunities in Today's Volatile Market
March 2020
Co-CIO Stephen Jenkins, outlines where Sionna has been finding opportunities during the recent market volatility.
Value Earnings Outpace Growth Earnings
November 2019
Stephen Jenkins outlines a surprising discrepancy that adds further support to the case for value.
The Value Minsky Moment is Near
November 2019
Kim Shannon discusses the extreme spread between value and growth, reminiscent of the year 2000.
Hype Indicator Suggests Caution
October 2019
Kim Shannon shares her observations about the growth of IPOs with negative earnings.
Dispersion Shows How Relatively Attractive Underperforming Value Is
October 2019
Kim Shannon shares her observations about a chart outlining the current dispersion between growth and value.
Might the Tech Lash Lead to a Tech Bust
March 2019
We recently read “Unicorns, Cheshire Cats and the New Dilemmas of Entrepreneurial Finance?”, authored by Martin Kenny and John Zysman of the Berkeley Roundtable on the International Economy, with great relish. In the paper, the researchers actively challenge the belief that the continued growth and dominance of winner-take-all business models are inevitable.
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