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

2021-08-09T12:30:59+00:00April 20th, 2021|Top Picks|

James Telfser, Managing Partner and Portfolio Manager at Aventine Investment Counsel, discusses his top stock picks: Taiwan Semiconductor Mfg. Co, Heroux-Devtek and CCL Industries.

2021 Q1 Manager Letter

2021-04-20T12:53:32+00:00March 31st, 2021|Manager Letter|

It was a strong start to the year as we continued to experience gains across all our strategies. The Aventine Canadian Equity Fund (“ACE Fund”) closed the first quarter up 15.8%. The portfolio’s positive correlation to the economic recovery, along with the realization of some stock-specific catalysts, helped drive a record quarter.

Telfser: Top Picks

2021-08-09T12:32:14+00:00October 15th, 2020|Top Picks|

James Telfser, Managing Partner and Portfolio Manager at Aventine Investment Counsel, discusses his top stock picks: ATS Automation, Otis Worldwide and Sangoma Technologies.

2019 Q4 Manager Letter

2020-06-08T02:17:41+00:00December 31st, 2019|Manager Letter|

As we close out another year and look forward to 2020 many of the key themes that have been in place since early 2019 are still present; low interest rates, a sluggish global economy and accommodative central banks.

2019 Q3 Manager Letter

2020-07-24T18:34:49+00:00September 30th, 2019|Manager Letter|

This quarterly letter marks our first combined commentary which will now touch on the developments within our wealth management platform. These commentaries will include a market overview, individual stock ideas, asset allocation ideas as well as other broad themes we are seeing play out in the ever-changing marketplace.

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