A Message from Sionna’s Founder

At Sionna, we recognize that our clients have invested more than assets with us; their very first investment decision is to invest their trust. All other considerations, such as evaluating investment returns or asset allocation strategies, flow from that initial investment. We are committed to protecting and preserving our clients’ trust with the same degree of diligence and purpose of duty that we dedicate to their other, more tangible, invested assets.

Simply put, our clients’ trust gives us our purpose: to help them to accumulate wealth. We focus on providing downside protection and delivering long-term, above-average returns by applying a disciplined value investing process. To that end, we are driven by a strong commitment to ensure that the highest ethical standards are adhered to, that the highest standard of quality is implicit in everything we do, and that our investment research is independent and objective and provides the platform for achieving consistent performance.

We also recognize that, to achieve our purpose, we must focus on developing and retaining high-calibre investment professionals. Through continuous training, individual responsibility and assembling a body of intellectual capital, our people are able to leverage their own talents by drawing on the skills, experience and strengths of others within a culture of excellence.

The organizational principle upon which Sionna is founded is adherence to the highest standards of quality and ethical conduct. This principle ensures that we maintain a culture of excellence and forms the bedrock upon which our clients’ trust in us is based and the cornerstone of our relationships with them.

Kim Shannon
Founder & Co-Chief Investment Officer