Kim Shannon - I’ve Long Believed That The Market Reflects Human Nature As Much As It Does Underlying Fundamental Value | #153

The Meb Faber Show - Better Investing

The Idea Farm

Investing, Management, Business

4.8 • 978 Ratings

🗓️ 1 May 2019

⏱️ 54 minutes

🔗️ Recording | iTunes | RSS

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Summary

In episode 153 we welcome Kim Shannon. Kim begins with a discussion of human nature and her value investing framework. She covers the importance of using discipline, the characteristics she and her team look for, the question of value’s efficacy, and the opportunity going forward for value to show its might. Meb then asks where she’s seeing value right now. Kim talks about Canada and it’s valuation relative to other markets, and that a number of investors are interested in the concept of concentrated investment portfolios. She then gets into potential overvaluation in pockets of the Canadian housing market. The conversation then shifts with Meb asking about Kim’s event in Omaha this year around the 2019 Berkshire Hathaway meeting, the Variant Perspectives Value Investing Conference, to raise awareness about the gender bias gap in the investment sector. All this and more in episode 153. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Mebb Fabor Show, where the focus is on helping you grow and preserve your wealth.
0:12.7	Join us as we discuss the craft of investing
0:15.6	and uncover new and profitable ideas,
0:18.4	all to help you grow wealthier and wiser.
0:20.8	Better investing starts here.
0:23.0	Mepp Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:31.0	Due to industry regulations, he will not discuss any of Cambria's funds on this
0:35.5	podcast.
0:36.8	All opinions expressed by podcast participants are solely their own opinions and do not
0:41.0	reflect the opinion of Cambria Investment Management or its
0:43.6	affiliates. For more information visit cambria Investments.com.
0:49.4	Welcome podcast listeners we got a great show for you today. We're recording this a day after tax day
0:55.5	So hopefully all of you paid your taxes in time or even got a big refund or even as I tweeted checked out my favorite resource for the Americans out there
1:04.3	unclaimed.org to see how much of the 50 billion sitting in state coffers could be claimed
1:11.0	of yours we've found over a million for listeners, so our biggest find this year I think has been six grand.
1:17.0	But if you find anything, let me know. Shoot us an email feedback of the Medfavro show.
1:21.0	I'd love to hear if you find anything.
1:23.3	Anyway, everyone loves found money, particularly
1:25.4	when the government's holding it.
1:27.3	So today, our guest is the founder, president, co-cio of Toronto-based
1:31.0	Ciona Investment Managers. She's got more than three decades of
1:34.5	experience in the industry previously serving as the CIO at Merrill Canada. She
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