James Telfser, Partner and Portfolio Manager at Aventine Asset Management discusses the ACE Fund’s next step; taking a bigger position in cyclical stocks: materials, energy and materials.
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.
