Kim Shannon

Provides investment advice

Acts as Closed-End Investment Fund/Investment Trust

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.

Functions as a College/University

The Canadian Coalition for Good Governance (CCGG) is an organization representing 51 major institutional investors managing approximately $6.4 trillion in assets. The organization develops and disseminates best practice guidance on governance, environmental and social oversight, and executive compensation through committees chaired by industry leaders. CCGG recognizes excellence in shareholder communications via its governance gavel awards and participates in public policy advocacy by responding to regulatory consultations and engaging with boards, regulators, and the public on governance challenges including diversity, AI oversight, and climate-related disclosures. The non-profit company is based in Toronto, Canada. It promotes good corporate governance practices and supports institutional investors in fulfilling their fiduciary and stewardship responsibilities. CCGG facilitates private engagement between independent directors of Canadian public companies and institutional investors through its engagement program, which includes annual board engagement reports and issuer-specific research available to members. It publishes resources such as the executive and director compensation guidebook, building high performance boards policy, and annual best practices for proxy circular disclosure reports. Membership benefits include access to exclusive research, educational webinars, participation in committees, and detailed governance reviews. The Canadian company was founded by Claude Richard Lamoureux, Stephen Arnold Jarislowsky.

Provides accounting services

Operates as a not-for-profit organization affiliated with CFA institute