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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.

2019 Q4 Manager Letter

2020-06-08T02:17:41+00:00December 31st, 2019|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.

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.

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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