TopPicks from James Telfser, partner and portfolio manager at Aventine Investment Counsel
James Telfser, partner and portfolio manager at Aventine Investment Counsel, discusses his top picks: Intact Financial, Brookfield Infrastructure, and Fortis.Intact has been a consistent performer for many years as it has executed on its strategy to become the largest P&C insurer in Canada while also positioning itself for above-average growth in the U.K. and Ireland, as well as in the United States.
To hedge against inflation, 70 per cent of BIP’s revenues are indexed to local inflation. In response to commodity prices, the company purchased several midstream oil and gas assets in the U.S. in 2018, and while 80 per cent of these assets are price agnostic, 20 per cent are market sensitive. Finally, logistics infrastructure worldwide is under stress which puts a spotlight on its essential nature.
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