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.

2023 Q2 Manager Letter

2023-07-27T20:21:24+00:00June 30th, 2023|Manager Letter|

The year 2023 has been a year underpinned by consistently changing macro narratives. As Bloomberg recently reported: January’s hard-landing expectation gave way to February’s no-landing scenario, which was abruptly reversed when banking-sector turmoil surfaced in March...

2023 Q1 Manager Letter

2023-07-27T20:22:40+00:00March 31st, 2023|Manager Letter|

Six months have passed since the S&P 500 index touched its lowest level in more than two years, shedding ~25.0% of its value at the depths of the 2022 bear market. Since the start of 2023, however...

2022 Q4 Manager Letter

2023-01-23T17:07:46+00:00December 31st, 2022|Manager Letter|

The world has made it through much of the pandemic, a Russian victory in Ukraine appears unlikely, European countries are cooperating more than ever, NATO has found a renowned sense of purpose, China's re-opening is gathering steam, renewable energy continues to get cheaper, and...

Telfser: Top Picks

2022-11-29T20:44:17+00:00November 24th, 2022|Top Picks|

James Telfser, Managing Partner and Portfolio Manager at Aventine Investment Counsel, discusses his top stock picks: Premium Brands, Exchange Income, and Agilent Technologies.

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