2021 Q2 Manager Letter
It was a strong Q2 for the Aventine strategies as equity markets continued to benefit from both accelerating growth and inflation as we marked the anniversary of the economic low point of the pandemic.
Telfser: Recent pullback in commodity prices divides analysts
James Telfser, Managing Partner and Portfolio Manager at Aventine Investment Counsel, was featured in The Globe And Mail article "Recent pullback in commodity prices divides analysts". James explains his bullish outlook on commodities in the current environment of accelerating growth and inflation.
Telfser: Top Picks
James Telfser, Managing Partner and Portfolio Manager at Aventine Investment Counsel, discusses his top stock picks: Trisura Group, Airboss of America and Sangoma Technologies.
Telfser: ‘Now is the time to pounce on this stock’: Why this often overlooked TSX aviation reopening play may still have upside
James Telfser, Managing Partner and Portfolio Manager at Aventine Investment Counsel, was featured in The Globe And Mail article "'Now is the time to pounce on this stock': Why this often overlooked TSX aviation reopening play may still have upside". James discusses the upside potential of Quebec-based aircraft landing gear company, Héroux-Devtek (HRX-T), as airlines get back to business and HRX-T expands their defense segment.
Telfser: The Bull’s Big Test: Can Rally Resume Amid Inflation Worries?
James Telfser, Managing Partner and Portfolio Manager at Aventine Investment Counsel, was featured in The Globe And Mail article "The Bull’s big test: Can rally resume amid inflation worries?". James believes cyclical sectors - banks, energy, materials and industrials - is keeping the market afloat.
Telfser: Top Picks
James Telfser, Managing Partner and Portfolio Manager at Aventine Investment Counsel, discusses his top stock picks: Taiwan Semiconductor Mfg. Co, Heroux-Devtek and CCL Industries.
2021 Q1 Manager Letter
It was a strong start to the year as we continued to experience gains across all our strategies. The Aventine Canadian Equity Fund (“ACE Fund”) closed the first quarter up 15.8%. The portfolio’s positive correlation to the economic recovery, along with the realization of some stock-specific catalysts, helped drive a record quarter.
2020 Q4 Manager Letter
After such a tumultuous year, we are pleased to have such a strong finish to 2020.
Telfser: Top Picks
James Telfser, Managing Partner and Portfolio Manager at Aventine Investment Counsel, discusses his top stock picks: ATS Automation, Otis Worldwide and Sangoma Technologies.
Telfser: BNN Bloomberg Market Call
James Telfser, Managing Partner and Portfolio Manager at Aventine Investment Counsel, has never been more bullish on utilities. Watch as James discusses his top buys including Emera and Fortis.