Clear Perspective
Professional investment counselling for families, corporations and foundations by a team of experienced investors with a history of wealth creation. We have experience with the challenges and opportunities that present themselves to all investors.
Broad Perspective
We speak to clients about a broad range of investment opportunities beyond traditional public market investments, such as investing in private companies and mortgages as well as complementary alternative funds allowing for diversification across asset classes.
Aligned Perspective
Our clients appreciate that we are fully aligned with them. Approximately 25% of the assets under management at Aventine are from the partners and their immediate families.
Resources
Insightful market commentary from respected professionals.
Telfser: Top Picks
James Telfser, Managing Partner and Portfolio Manager at Aventine Investment Counsel, discusses his top stock picks: Celanese, WSP Global, and Park Lawn.
Market Review & 22-Q3 Outlook Video
With all the turbulence in financial markets so far this year, we decided to do things a little differently this quarter and take you through a small presentation to review some key data points year-to-date, how the market is positioned, and where we see opportunities looking ahead.
2022 Q2 Manager Letter
There is an old Wall Street saying, “Don't Fight the Fed”. While sweet-sounding in its simplicity, we find this statement to be seriously misleading, especially in the long term.
2022 Q1 Manager Letter
2022 has begun with a dramatic shift in the mindset of the market. While the war in Ukraine was a shocking new input into our framework, its impact seems to be a continuation of factors started by the onset of the pandemic.
2021 Q4 Manager Letter
While volatility continued to persist throughout Q4, client accounts finished up 2.7% in the quarter and 17% for the year based on our Balanced Composite, the highest annual return since inception.
2021 Q3 Manager Letter
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.
Head Office
Aventine Investment Counsel
2 Bloor Street West, Suite 3400
Toronto, Ontario M4W 3E2
Tel: 647-697-3533
Fax: 416-644-6001
Client Service
Inquires will be promptly addressed.
Please contact:
Shannon Vadovic
Head of Private Client Services
Tel: 647-697-3533
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