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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.
Market Review & Q3-23 Outlook Video
Portfolio Manager, David Pepall, reviews the second quarter of 2023 from a macro perspective and provides our current market outlook.
2023 Q2 Manager Letter
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...
2023 Q1 Manager Letter
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...
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