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Bakery Stories from our Journal
Telfser: Why this money manager is buying more shares of Premium Brands and trimming Starbucks
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.
Thoughts From the Desk
While our Firm view remains cautiously optimistic on certain industrial- and residential-oriented public companies and REITs, with greater preference towards deal-by-deal alternatives exposure, we remain largely on the sidelines concerning global commercial property...
Telfser: Top Picks
James Telfser, Managing Partner and Portfolio Manager at Aventine Investment Counsel, discusses his top stock picks: Zoetis, CAE Inc., and Danaher.
“Love that these are made with real and organic ingredients, and my family loves them.”
Rachel Cooper, Founder
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