2022 Q4 Manager Letter

2023-01-23T17:07:46+00:00December 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

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.

The Case for Gold

2022-11-14T14:34:01+00:00November 14th, 2022|Research|

Precious Metals have suffered dramatically during 2022, primarily due to the strength in the USD and increasing real yields. Looking forward, however, we believe that the outlook for gold is constructive for several reasons...

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