Home/James Telfser

About James Telfser

James is the Managing Partner and Portfolio Manager at Aventine. He is co-lead Portfolio Manager of the Aventine Canadian Equity Fund and the Stable Income Fund where he drives the firm’s Active Value security selection process. James is a also member of Aventine’s investment strategy committee.

2021 Q2 Manager Letter

2021-08-06T14:36:13+00:00June 30th, 2021|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: Top Picks

2021-08-09T12:30:18+00:00June 9th, 2021|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

2021-08-06T15:19:10+00:00May 26th, 2021|Aventine News|

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: Top Picks

2021-08-09T12:30:59+00:00April 20th, 2021|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

2021-04-20T12:53:32+00:00March 31st, 2021|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.

Telfser: Top Picks

2021-08-09T12:32:14+00:00October 15th, 2020|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.

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