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.

2019 Q3 Manager Letter

2020-07-24T18:34:49+00:00September 30th, 2019|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: Market Outlook

2020-06-08T02:49:02+00:00July 24th, 2019|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.

ACE Fund: 2019 Q1 Manager Letter

2020-07-24T18:34:42+00:00March 31st, 2019|Manager Letter|

The Aventinne Canadian Equity Fund (“ACE Fund”) finished the month of March at +1.6% and the quarter at +8.3%. We saw normalization in the equity markets to start 2019 as many companies returned to trading on fundamentals rather than fear.

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