Why this money manager is buying more shares of Premium Brands and trimming Starbucks

Open this photo in gallery: James Telfser of Aventine Investment Counsel.The Globe and Mail Sign up for the Globe Advisor weekly newsletter for professional financial advisors on our sign-up page. Get exclusive investment industry news and insights, the week's top headlines, and what you and your clients need to know. For more from Globe Advisor, visit our homepage. James Telfser isn't letting market swings and the threat of a recession keep him from snapping up stocks he thinks will do well down the road. "We're worried about the market in the short term, but we're finding that there's no shortage…