Canadian Banks are Over-Capitalized (BNN Bloomberg)
Kim Shannon, CFA, MBA
Founder and Co-Chief Investment Officer
published December 2021
posted in Video
published October 2021
posted in Insights
The Case for Canadian Dividends
Dividends have historically been a meaningful component of market returns. This is particularly true in Canada where dividends have comprised 30-40% of TSX Composite Index total returns over the past three decades. While dividend returns have been dwarfed by price returns in recent years, we believe this has created an attractive setup for dividend-paying stocks to outperform going forward.
published September 2021
This Year’s Rotman Alumni Award Winners Show Us What it Means to be a Leader
Kim Shannon has been named Rotman's Lifetime Achievement Award winner this year. Kim discusses her 40-year career and why she believes "there's no point in slowing down now."
published July 2021
posted in Insights
Canada’s Role in Energy Evolution and Carbon Reduction
This past year has brought some element of change to every business in every sector. As we reflect on 2020 and the many changes that emerged, the Canadian energy industry was arguably one of the most impacted by these changes.
published June 2021
posted in Soundbites
Suncor Energy (Audio)
Portfolio Manager, Gary Chow, provides an update on Suncor Energy and why we believe it is an attractive opportunity for value investors.
published May 2021
posted in Video
Expect Continued Outperformance in Canadian Markets (BNN Bloomberg)
Kim Shannon, CFA, MBA
Founder and Co-Chief Investment Officer
published May 2021
posted in Video
From Graham to Buffett and Beyond Panel (Columbia Business School)
Kim Shannon, CFA, MBA
President and Co-Chief Investment Officer
published May 2021
posted in Soundbites
A Reversion Expected (Audio)
Listen as Portfolio Manager, Gary Chow, discusses the current valuation spread between the Canadian
and U.S. markets.
published May 2021
posted in Video
Quality Real Estate will fill up Fastest in a Recovery Phase (BNN Bloomberg)
Kim Shannon, CFA, MBA
President and Co-Chief Investment Officer
published April 2021
posted in Insights
Simplification
An Internet search on the subject of “ways to simplify your life” offers up hundreds of articles, reports and books on the seemingly popular topic. Many of these pieces are penned by so-called life gurus, and recommend solutions such as “declutter your house”, “remove toxic influences”, “take control of your finances” and the very popular “reduce your social media use”. The basic concepts of simplification transfer well to the world of investment management, and have been the core of investment philosophies of some of the industry’s most successful and esteemed investors, Warren Buffett included.