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2022 Q4 Manager Letter

December 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

November 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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