James Telfser, Partner and Portfolio Manager at Aventine Asset Management believes investors should be a bit concerned about valuations in “defensive, non-resource” names. In picking stocks, Telfser does a deep-dive into the fundamentals of a company. His top names: Air Boss, New Flyer and Easyhome.
James Telfser2020-07-24T19:00:26+00:00February 5th, 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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