James Telfser, Partner & Portfolio Manager at Aventine Asset Management digs into value opportunities in the Canadian equity market and provides commentary on yesterday’s FOMC announcement on BNN’s Business Day AM. The Aventine Canadian Equity Fund has been outperforming the TSX with a portfolio PE of 13.5. Names include Concordia Healthcare, Easyhome, FirstService, Badger Daylighting and Mitel Networks.
James Telfser2020-07-24T18:55:34+00:00March 19th, 2015|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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