James Telfser, Partner and Portfolio Manager at Aventine Asset Management discusses the ACE Fund’s investment strategy and why making concentrated bets in smaller, under-followed companies and understanding the catalysts that drive these businesses before they become known by large cap managers and ETFs has proven to be a rewarding strategy in investing in Canadian equities this year, making the ACE Fund the best performing Canadian equity fund in the first-half of 2017.
About the Author: James Telfser

James is the Managing Partner and Portfolio Manager at Aventine. He is co-lead Portfolio Manager of the Aventine Canadian Equity Fund and the Stable Income Fund where he drives the firm’s Active Value security selection process. James is a also member of Aventine’s investment strategy committee.