A lesson in value investing from Sionna Investment Managers

, Income

Sionna Investment is a firm founded by Kim Shannon 14 years back and whose mantra is relative value.

For those who attend investment seminars wanting to hear the speaker’s best five stock tips, this week’s presentation by portfolio managers at Sionna Investment Managers will have been disappointing.

But for those who wanted to learn how a value manager goes about its craft, about how decisions are made at what must be the country’s most diverse money management firm, the event was a winner.

“We don’t tend to highlight stocks, [to present] our five best ideas, because we don’t think that’s a good way to manage money and it doesn’t encourage the right type of investor behavior in terms of diversification. It’s more like speculation,” said Mel Mariampillai, a portfolio manager who studied science before obtaining his CFA designation.

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