James Telfser, Partner & Portfolio Manager at Aventine Asset Management is finding plenty of opportunity in Canadian tech stocks – even while headlines are being written about a record-high closing for the NASDAQ. Tech forms the biggest weighting in his outperforming Aventine Canadian Equity Fund. Names include: Solium Capital, Sandvine and Enghouse Systems.
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.