Soundbites
Soundbites briefly explore what’s on Sionna managers’ minds.
Sionna's "Triple Threat" Stock Pick for the Capitalize for Kids Event
November 2022
We likely would all agree that a great stock pick is one that demonstrates above-average expected returns, which compensates for any perceived risk taken. However, in a declining market, investors tend to have more aversion to possible risks than usual. But does that loss-aversion instinct serve investors well? As contrarian value investors, we are trained that opportunities lie “where dragons are” and that buying when fears are rampant, especially because of ephemeral risks, is often where big opportunities can be found.
Current Inflation Rates and P/E Multiples Appear Out of Sync with History
August 2022
Kim Shannon discusses historical inflation and P/E multiples compared to those we are seeing today.
ESG 1.0 Evolving to ESG 2.0?
June 2022
Portfolio Manager, Aleksy Wojcik, discusses how the recent events surrounding the Russia/Ukraine conflict may be shifting the mindsets of global policy makers from an idealistic approach (ESG 1.0) to a realistic approach (ESG 2.0) that will better serve the global community.
Company Spotlight: ARC Resources
March 2022
Portfolio Manager, Aleksy Wojcik, provides an update on one of Sionna's holdings, ARC Resources, and why we believe it is an attractive opportunity for value investors.
Non-U.S. Returns Look Set to Outperform (Audio)
January 2022
Co-CIO, Stephen Jenkins, provides an update on global stock markets and why we are looking to areas outside of the U.S. for future outperformance.
Energy Crisis or Energy Tightness? An Opportunity Either Way
December 2021
Portfolio Manager, Aleksy Wojcik, discusses a culmination of energy issues that have emerged since the start of the pandemic, and addresses the big question: “are we in an energy crisis”?
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