Aventine Asset Management is a partner-owned investment management firm with a focus on capital preservation and long term growth. We are active, concentrated, and catalyst-driven value investors.
Aventine Canadian Equity ("ACE") Fund
The ACE Fund's 'Active Value' approach seeks to identify undervalued, catalyst-rich companies in the midst of positive fundamental change while also experiencing an increase in market support. The ACE Fund invests primarily in a long portfolio of "all-cap" Canadian equities, but may also invest up to 10% in foreign securities, hold short positions and use options for risk management.
The main objective of the ACE Fund is to provide long-term capital growth through the selection and management of a concentrated "all-cap" portfolio of predominantly Canadian equities. The Fund seeks attractive returns on both an absolute and relative basis, targeting an annualized return on investment in excess of 10% after all fees, with reasonable volatility.
Aventine Stable Income ("ASI") Fund
The ASI Fund is an actively managed, low volatility income fund that allocates capital across four main investment strategies: Flexible Fixed Income, Preferred Share Relative Value, Enhanced Dividend Growth Equity and Structured Securities. The ASI Fund will have exposure to a diverse range of total return drivers at various levels of the capital structure with a focus on income producing assets.
The objective of the Stable Income Fund is to provide investors with a high tax effective income stream while generating consistently positive investment returns overall. Over time, the ASI Fund seeks to deliver annualized net total returns between 7% and 10% with volatility between 6% and 11%.
Concentrate our efforts in areas where active management can add meaningful value.
Stay disciplined and follow our rigours investment process when buying and selling.
Have significant personal capital invested in every strategy we manage.
Active, concentrated, and catalyst-driven value investing.
Andrew Shortreid, CFA, President & Chief Investment Officer
Jim Pottow, MBA, CFA, Partner & Portfolio Manager
James Telfser, CFA, Partner & Portfolio Manager
Krikor Shahinian, MBA, Investment Analyst
Shannon Veitch, Bcomm, Client Service Associate