BridgeBytes

Kim Shannon speaks to the recent trend of following the global benchmark index and shunning new allocations to Canadian equities. Kim touches on a study of 100+ years of data that suggests Canada offers one of the best returns with the lowest risk. (Published: January 2023)

Kim Shannon discusses the three major steps in Sionna's investment approach; an approach that Kim has been using since 1986. Kim spends some time outlining the quantitative, qualitative and portfolio construction aspects of the investment approach. (Published: January 2023)

Kim Shannon shares her insights around Sionna's style of investing, as well as how she draws on her relationships with finance, science and history to ensure a well-rounded approach to investing. (Published: January 2023)

Stephen Jenkins speaks about his history in the industry and what led him to working at Sionna. Stephen shares that his career began when Kim Shannon hired him into the industry in the early 90s. (Published: January 2023)

Stephen Jenkins outlines what investment opportunities excite him the most in Canada and shares a few soundbites about the Sionna Opportunities Fund. (Published: January 2023)

Rajiv Jain explains how GQG Partners looks at active share and portfolio turnover. (Published July 2022).

Rajiv Jain explains how his decades of managing emerging market equites helps him navigate the challenges of inflation today. (Published July 2022).

GQG Partners had a lot invested the technology sector in 2020 before reducing exposure in 2021. Rajiv Jain provides his insight on the technology sector today. (Published July 2022).

Rajiv Jain provides his opinion on the performance of GQG Partners during this market downturn. (Published July 2022).

Rajiv Jain explains his thoughts on utilizing technical analysis to decide when to buy or sell. (Published July 2022).