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.
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...
James Telfser, Managing Partner and Portfolio Manager at Aventine Investment Counsel, discusses his top stock picks: Zoetis, CAE Inc., and Danaher.
Portfolio Manager, David Pepall, reviews the second quarter of 2023 from a macro perspective and provides our current market outlook.
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...
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...
David Pepall, Portfolio Manager at Aventine Investment Counsel, accesses how rising rates will affect Canada's housing market and economy, and presents a bullish case for Nintendo.
David Pepall, Portfolio Manager at Aventine Investment Counsel, presents a bullish case for critical infrastructure, dividend stocks, and bonds.
We encourage investors to keep it simple (K.I.S.S) in 2023 as we begin to tilt portfolios for the next leg of growth as inflation and central bank actions become more predictable.
James Telfser, Managing Partner and Portfolio Manager at Aventine Investment Counsel, shares his small cap stock picks: BOS, EIF, and HRX.