Sionna’s Kim Shannon unveils the case for Imperial Oil, one clue at a timeShannon discusses how value investments can be found in many obvious—but overlooked—places.
Bridgehouse Asset Managers Adds New Lazard, Greystone, Sionna and Brandes Products to Multi-Manager PlatformProvides investors with options to manage volatility, increase income, reduce fees and improve tax efficiency.
Lazard Global Low Volatility Fund launchedBridgehouse Asset Managers today launched Lazard Global Low Volatility, whose managers’ performance goal is to beat its global-equity benchmark over a full market cycle with lower volatility.
In stock market drama, investors should ask: What would Warren Buffett do today?Kim Shannon of Sionna believes that down markets can provide an opening for opportunity, particularly for value investors.
Young millennials take a strategic approach to investing, according to investor personality quizCanada’s young millennials appear to have an appetite for strategic risk-taking when it comes to investing, according to submissions to the 2015 Bridgehouse Scholarship Program (BSP).
Coaching poor to build financial safety netCertified financial planners are jumping at a chance to volunteer as advisers to low-income people who need help.
Industry aims to improve financial literacySome of Canada’s largest companies in the financial industry have teamed up with charity Prosper Canada and the City of Toronto to offer free financial coaching programs to low-income residents.
Advisors to help low-income individuals establish financial goalsA select group of financial advisors from the Greater Toronto Area will see their client base expand temporarily to include low-income Torontonians as a result of their voluntary involvement in the new MPower Money Coaching Program.
Free Financial Coaching Pilot Program Launched for People with Low Incomes in TorontoNational charity Prosper Canada, the City of Toronto, a consortium of leading investment companies including Bridgehouse Asset Managers, and three financial planning professional associations announced a new pilot program offering free financial coaching for people living on low incomes in Toronto.
Kim Shannon wants Canada’s ‘Rodney Dangerfield’ market to get some respectFor the second time in the past few years, Kim Shannon, a relative value manager who formed Sionna Investment Managers a dozen years back, has revisited an old essay whose central thesis is there’s no point in being afraid of the local stock market. Shannon, whose firm plies its trade in the domestic market, argues Canada could become “The Rodney Dangerfield market,” in that we do not respect it enough.