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 Asset Management, discusses his top stock picks: Akumin, FirstService and Heroux-Devtek.
Telfser: BNN Bloomberg Market Call
James Telfser, Managing Partner and Portfolio Manager at Aventine Asset Management, discusses his top stock picks: Akumin, FirstService and Heroux-Devtek.
2020 Q3 Manager Letter
Client portfolios performed well during the quarter. While it has been a volatile year, we have maintained our patience and it has been rewarded.
Telfser: Top Picks
James Telfser, Managing Partner and Portfolio Manager at Aventine Asset Management, discusses his top stock picks: Akumin, FirstService and Heroux-Devtek.
2019 Q4 Manager Letter
As we close out another year and look forward to 2020 many of the key themes that have been in place since early 2019 are still present; low interest rates, a sluggish global economy and accommodative central banks.
Telfser: Market Outlook
James Telfser, Managing Partner and Portfolio Manager at Aventine Asset Management discusses his outlook on Canadian Equities.
2019 Q3 Manager Letter
This quarterly letter marks our first combined commentary which will now touch on the developments within our wealth management platform. These commentaries will include a market overview, individual stock ideas, asset allocation ideas as well as other broad themes we are seeing play out in the ever-changing marketplace.
Telfser: BNN Bloomberg Market Call
James Telfser, Managing Partner and Portfolio Manager at Aventine Asset Management, shares his outlook on the current market environment as interest rates continue to trend lower, with sovereign debt worldwide trading at negative yields.
Telfser: Market Outlook
James Telfser, Managing Partner and Portfolio Manager at Aventine Asset Management, provides his outlook on Canadian Equities and his reasoning for investing defensively in this current market environment.