Telfser: Top Picks

2021-06-14T17:09:28+00:00June 9th, 2021|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

2021-04-23T20:58:18+00:00April 20th, 2021|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

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.

High Liner Foods (HLF-TO)

2020-12-09T13:36:40+00:00November 25th, 2020|Top Picks|

We have been impressed by High Liner Foods' ability to add value through operational improvements. While HLF is the North American leader in frozen seafood products, the market seems to be punishing the stock for previous missteps. We view HLF as a deep-value opportunity. Read our full analysis to learn why…

Macro Research: August 2020

2020-09-16T00:50:03+00:00August 31st, 2020|Macro Research|

We believe the market is well positioned to go higher. To be clear, when we think about the long-term, we are concerned about the potential return profile of both the debt and equity markets. The COVID-19 pandemic has caused a rapid and extreme policy shift.

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