About David Pepall

David is a Portfolio Manager at Aventine with primary responsibility for investment research, trading and operational support. He works on the investment selection team for both clients’ core, low turnover holdings as well as those held by the firm’s two actively managed investment funds. David is also a key participant in our third party fund manager selection and monitoring process.

The Case for Gold

2022-11-14T14:34:01+00:00November 14th, 2022|Research|

Precious Metals have suffered dramatically during 2022, primarily due to the strength in the USD and increasing real yields. Looking forward, however, we believe that the outlook for gold is constructive for several reasons...

Market Review & Q3-22 Outlook Video

2022-10-24T15:03:58+00:00August 3rd, 2022|Manager Letter|

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.

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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