James Telfser, Partner and Portfolio Manager at Aventine Asset Management, discusses the challenge in generating strong returns in Canadian stocks this year and how we’re holding firm on our convictions and finding value in these beaten-up 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.
