James Telfser, Partner and Portfolio Manager at Aventine Asset Management believes there will be a rotation back into value names, which are trading at an all-time high discount relative to low volatility names.
James Telfser2020-07-24T19:19:51+00:00August 17th, 2016|Research|
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.
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