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.
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.
