After a calm summer for global markets, we were reminded again in September that stock markets don’t always go up. Despite a volatile final month to the quarter, client accounts finished up 0.9% in Q3-21 and are up 13.8% YTD based on our Balanced Composite.
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.
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.
James Telfser, Managing Partner and Portfolio Manager at Aventine Investment Counsel, discusses his top stock picks: Trisura Group, Airboss of America and Sangoma Technologies.
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.
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.
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.
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.
After such a tumultuous year, we are pleased to have such a strong finish to 2020.
James Telfser, Managing Partner and Portfolio Manager at Aventine Investment Counsel, discusses his top stock picks: ATS Automation, Otis Worldwide and Sangoma Technologies.