James Telfser, Managing Partner and Portfolio Manager at Aventine Investment Counsel, discusses his top stock picks: Taiwan Semiconductor Mfg. Co, Heroux-Devtek and CCL Industries.
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.