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Joanna Wolff
Gestionnaire de Portefeuille-Actions chez
Sionna Investment Managers, Inc.
Profil
Ms. Joanna Wolff, CFA MBA, is a Portfolio Manager at Sionna Investment Managers, Inc.
Ms. Wolff was previously employed as a Research Analyst by Patient Capital Management, Inc. and a Portfolio Manager & Investment Analyst by Fairbank Investment Management Ltd.
She earned her Honours MBA from Queen’s University and Bachelor of Industrial Engineering from the University of Toronto.
Postes actifs de Joanna Wolff
| Sociétés | Poste | Début |
|---|---|---|
Sionna Investment Managers, Inc.
 Sionna Investment Managers, Inc. Investment ManagersFinance SIM’s investment process includes value; relative value; screening for ideas; and fundamentals. The firm assesses the value and quality of individual companies from the bottom up. They opportunistically invest in good businesses when they are temporarily undervalued. SIM identify candidates through comprehensive fundamental analysis by: getting behind the numbers; understanding business fundamentals; and assessing management quality. The firm specializes in a relative value method. They have developed a proprietary screening tool to focus their attention on the highest-potential stocks. To draw out all the aspects of a company, SIM start with their research questionnaire. At this point of the process, the firm: investigate a company’s risk; complete an in-depth analysis of financial statements; have face-to-face meetings with management; arrange on-site visits with management; and conduct other competitive reconnaissance. | Gestionnaire de Portefeuille-Actions | 01/11/2022 |
Anciens postes connus de Joanna Wolff
| Sociétés | Poste | Fin |
|---|---|---|
Patient Capital Management, Inc.
 Patient Capital Management, Inc. Investment ManagersFinance Patient Capital Management's (PCM) investment philosophy is based on long-term absolute value. The firm focuses on the preservation of capital while seeking to generate superior rates of return. The firm invests only in securities that meet strict criteria for value and quality. PCM's policies allow for substantial cash balances to accumulate if they cannot identify securities that meet their criteria. The firm invests only in well-established, stable companies. | Analyst-Equity | 01/02/2020 |
Fairbank Investment Management Ltd.
 Fairbank Investment Management Ltd. Investment ManagersFinance FIM seeks quality businesses at attractive valuations. They identify investment opportunities through rigorous fundamental research and seek to find strong, undervalued companies that preserve and grow capital for shareholders over the long-term. | Corporate Officer/Principal | 01/03/2018 |
Formation de Joanna Wolff
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
93
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Sionna Investment Managers, Inc.
Sionna Investment Managers, Inc. Investment ManagersFinance SIM’s investment process includes value; relative value; screening for ideas; and fundamentals. The firm assesses the value and quality of individual companies from the bottom up. They opportunistically invest in good businesses when they are temporarily undervalued. SIM identify candidates through comprehensive fundamental analysis by: getting behind the numbers; understanding business fundamentals; and assessing management quality. The firm specializes in a relative value method. They have developed a proprietary screening tool to focus their attention on the highest-potential stocks. To draw out all the aspects of a company, SIM start with their research questionnaire. At this point of the process, the firm: investigate a company’s risk; complete an in-depth analysis of financial statements; have face-to-face meetings with management; arrange on-site visits with management; and conduct other competitive reconnaissance. | Finance |
Patient Capital Management, Inc.
Patient Capital Management, Inc. Investment ManagersFinance Patient Capital Management's (PCM) investment philosophy is based on long-term absolute value. The firm focuses on the preservation of capital while seeking to generate superior rates of return. The firm invests only in securities that meet strict criteria for value and quality. PCM's policies allow for substantial cash balances to accumulate if they cannot identify securities that meet their criteria. The firm invests only in well-established, stable companies. | Finance |
Queen's University
 Queen's University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Toronto
 University of Toronto Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Fairbank Investment Management Ltd.
Fairbank Investment Management Ltd. Investment ManagersFinance FIM seeks quality businesses at attractive valuations. They identify investment opportunities through rigorous fundamental research and seek to find strong, undervalued companies that preserve and grow capital for shareholders over the long-term. | Finance |
