James Telfser, Managing Partner and Portfolio Manager at Aventine Investment Counsel, isn't letting market volatility and recession concerns deter him from making strategic investments for the long term. In this interview with The Globe and Mail, he shares his investment philosophy and insights.
James Telfser, Managing Partner and Portfolio Manager at Aventine Investment Counsel, discusses his top stock picks: Zoetis, CAE Inc., and Danaher.
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...
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...
James Telfser, Managing Partner and Portfolio Manager at Aventine Investment Counsel, shares his small cap stock picks: BOS, EIF, and HRX.
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...
James Telfser, Managing Partner and Portfolio Manager at Aventine Investment Counsel, discusses his top stock picks: Premium Brands, Exchange Income, and Agilent Technologies.
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.
James Telfser, Managing Partner and Portfolio Manager at Aventine Investment Counsel, discusses his top stock picks: Celanese, WSP Global, and Park Lawn.
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.