Telfser: Top Picks
James Telfser, Managing Partner and Portfolio Manager at Aventine Asset Management, discusses his top stock picks: Trisura Group, Airboss of America and Sangoma Technologies.
Telfser: Top Picks
James Telfser, Managing Partner and Portfolio Manager at Aventine Asset Management, 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 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.