Six Leading Experts on how to Invest Right Now (The Globe and Mail)

Kim Shannon joins a roundtable to discuss trends in today’s market and where investors can find value opportunities.

Hunter Corcoran

Hunter joined Sionna as a Junior Trader in 2017. He earned his Honours Business Administration from the Ivey School of Business at Western University and completed a degree in Economics from Western University. Prior to joining Sionna, Hunter was an Institutional Equities Sales and Trading Summer Analyst at RBC. He is a CFA® charterholder and a member of CFA Society Toronto. Hunter is set to complete his Master of Liberal Arts in Extension Studies from Harvard University next year.

The Sweet Music of the Gritty

Although we often attribute exceptional performance to innate talent, it is likely that passion, perseverance and just plain hard work is the true differentiator of exceptional performers. In our experience, these important attributes are commonly found when partnering with owner-operated businesses.

Bay Street Relives Black Monday; ‘It was Absolute Pandemonium’ (The Globe and Mail)

Sionna's Kim Shannon remembers Black Monday on its 30th anniversary.

Unintended Consequences

Sionna believes in the power of incentives. But what about unintended consequences like the cobra effect? By their very nature these situations are difficult to avoid since the outcomes are never intentional.

Looking for Eldorado

Throughout history, humans have sought the mythical city of gold, Eldorado. Explorer, Sir Walter Raleigh essentially spent his life searching for it, but never succeeded. Eldorado represents something much sought after, but something that may not even exist. For centuries, humans have also been searching for a perfect investment vehicle. There is a long history of fads and fashionable new strategies that, at the time, offered a seemingly simple, dependable solution. Often these fads have led to overuse (manias) and then disillusionment.

In the World of Disruptors, Sionna Investment Managers say buy the “Pro Active” Management Teams (Financial Post)

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.

A Post-Truth World?

With all of the recent media coverage regarding the current President of the United States, one wouldn’t be surprised by the following excerpt from a recent article in the New York Times President’s Misstatements Getting Less Attention

A Contrarian Value Opportunity Revealed

As a value manager, we know that value picks don’t always perform right away; the best returns tend to be seen over the long term. The contrarian value opportunities are in stocks that are either overlooked, underfollowed or in some kind of trouble.

The Middle Way

Buddhists have a term, middle way, which refers to the human tendency to explore extremes (for example, austerity versus indulgence) until centeredness is found by achieving a balance between the two. It suggests the path to wisdom is to aim for the middle way, and it is this path of moderation that leads to insight. It's a caution against indulging extremes.

How have we seen this practice apply itself to financial markets?