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.

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.

2022 Q1 Manager Letter

2022-05-17T11:34:18+00:00March 31st, 2022|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

2022-05-03T12:40:31+00:00December 31st, 2021|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

2021-10-21T16:18:51+00:00September 30th, 2021|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.

2021 Q2 Manager Letter

2021-08-06T14:36:13+00:00June 30th, 2021|Manager Letter|

It was a strong Q2 for the Aventine strategies as equity markets continued to benefit from both accelerating growth and inflation as we marked the anniversary of the economic low point of the pandemic.

Telfser: Top Picks

2021-08-09T12:30:18+00:00June 9th, 2021|Top Picks|

James Telfser, Managing Partner and Portfolio Manager at Aventine Investment Counsel, discusses his top stock picks: Trisura Group, Airboss of America and Sangoma Technologies. 

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