BridgeBytes

Gary Chow provides an update on Suncor Energy and outlines why Sionna believes the holding is an attractive opportunity for value investors. (Published: June 2021)

Speaking about the Brandes Global Equity strategy, Brent Fredberg takes a long view on growth prospects and cash flow generation. As the world re-opens and normalizes, business fundamentals are improving alongside attractive valuations. Brent touches on a number of areas that Brandes is excited about right now and into the future. (Published: June 2021)

Brent Fredberg discusses the time span of value investing and how, over the long term, many companies are still trading at a discount. He dives into how Brandes uncovers undervalued equities in sectors that have started to experience a decrease in value, such as financials, energy and industrials. (Published: June 2021)

Brent Fredberg examines how value-based companies tend to perform in an economy with increasing inflation. He looks at how value can be a great complement to growth stocks in a portfolio during this environment of rising rates and costs of conducting business. (Published: June 2021)

Brent Fredberg provides insight on the performance of value-driven companies from Q1 2021 and beyond. He examines four different catalysts that could continue to propel value's recent run of strong performance. (Published: June 2021)

Jackie Au provides an update on one of Sionna's Large-Cap Canadian holdings, Alimentation Couche-Tard. Jackie touches on Sionna's thesis as well as the opportunities that they see in the name. (Published: March 2021)