News

All articles are in English unless otherwise indicated.

Morningstar

Our favourite core fundsYou typically don’t see many true-blue value investors focused on Canadian stocks, but manager Kim Shannon is an exception to the rule. Her focus on stocks with defensive traits has led to below-average losses in down markets.

Bloomberg

IEX Welcomes High-Speed Traders, as Long as They BehaveIEX aims to level the playing field for investors by curbing the pace of buying and selling — eliminating opportunities for the fastest firms to trade in front of slower ones. Only money managers such as Brandes Investment Partners, David Einhorn’s Greenlight Capital Inc. and Bill Ackman’s Pershing Square Capital Management LP are owners.

Morningstar

Looking for value in sideways marketsKim Shannon, head of Sionna Investment Managers, recently published a book on her investment process and discipline. Here the former Morningstar Manager of the Year discusses the challenge of finding value in “sideways” markets:.