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.
