Podcasts by PenderFund

A dragon in the basement from 2023-05-01T16:05

In this series, Parul and Geoff will cover the complexities of stressed and distressed credit investing, the risks and rewards, the current opportunity and their history and experience in this a...

“The Spigot is Open” from 2023-04-21T16:31

Introducing a new six-part series on investing in distressed debt. Parul Garg and Geoff Castle have been investing ...

Profiles in Credit – Focusing on 2023 with Geoff Castle and Callum Thomas from 2022-12-15T17:40

Subtitle: Actionable insights from a sea of economic and market data. 

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Profiles in Credit - Dave Thomas from 2022-09-08T16:28:28

In this episode of Profiles in Credit, Geoff Castle, Portfolio Manager of Pender Corporate Bond Fund, reconnects with Dave Thomas, Principal and Co-Head of Training at The Marquee Group, one of ...

The Journey from Start Up from 2022-07-07T18:19:38

In this special episode David Barr, CEO and Portfolio Manager is joined by Felix Narhi, Pender’s Chief Investment Officer and Portfolio Manager, Maria Pacella, Managing Partner of Pender Venture...

Profiles in Credit - Winnie Cisar from 2022-05-19T15:16:20

In this episode Geoff Castle, Fixed Income Portfolio Manager, chats with Winnie Cisar, Global Head of Strategy at CreditSights Inc. Together they discuss Winnie’s background, her foray into investm...

Jill Earthy&Leah Nguyen – InBC Investment Corp from 2022-05-05T16:30:42

In this episode Maria Pacella, Managing Partner of Pender Ventures chats with Jill Earthy, CEO of InBC and Leah Nguyen, CIO of InBC. Jill and Leah discuss their career journeys, their entry into...

Episode 94 – Quarterly Fixed Income Update from 2022-04-21T15:27:08

In this episode Geoff Scott, Senior Vice President Investments, is joined by Geoff Castle, Portfolio Manager of the Pender Corporate Bond Fund (PCBF), and Emily Wheeler, Associate Portfolio Mana...

Episode 93 – Quarterly Equity Update from 2022-04-14T15:50:12

In this episode Geoff Scott, Senior Vice President Investments, is joined by David Barr, CEO and Portfolio Manager of the Pender Small Cap Opportunities Fund and Felix Narhi, Pender’s Chief Inve...

Episode 92 - International Women’s Day 2022 from 2022-03-08T22:23:22

In this episode Maria Pacella, Managing Partner of Pender Ventures celebrates International Women’s Day 2022 by taking a listen back to some of the “best bits” from our podcasts featuring Judi H...

Profiles in Credit - Stan Manoukian from 2022-02-24T19:13:22

In this episode Geoff Castle, Fixed Income Portfolio Ma...

Wils Theagene - Caisse de dépôt et placement du Québec from 2022-02-10T17:59:10

In this episode Kenndal McArdle, Principal, Pender Ventures chats with Wils Theagene, Senior Director Private Equity CDPQ - Equity 25^3 Fund. Kenndal and Wils talk about diversity within venture...

Episode 89 – Quarterly Fixed Income Update from 2022-01-27T17:10:40

In this episode Sarah Wildman, Director of Institutional & Family Office Wealth Services, is joined by Geoff Castle, Portfolio Manager of the Pender Corporate Bond Fund (PCBF), and Parul Garg, A...

Mark Longo - Osler, Hoskin&Harcourt LLP from 2022-01-20T19:40:54

In this episode Maria Pacella, Managing Partner of Pender Ventures, is joined by Mark Longo, founder, and Managing Partner of Osler’s Vancouver office. They look back at 2021 and discuss a variety ...

Episode 87 – Quarterly Liquid Alternatives Update from 2022-01-20T17:18:12

In this episode Geoff Scott, Senior Vice President, Investments, chats with Amar Pandya, Portfolio Manager of the Pender Alternative Arbitrage Fund & Justin Jacobsen, Portfolio Manager of the Pe...

Episode 86 – Quarterly Equity Update from 2022-01-13T17:34:18

In this episode Sarah Wildman, Director of Institutional & Family Office Wealth Services, is joined by David Barr, CEO and Portfolio Manager of the Pender Small Cap Opportunities Fund and Felix ...

Episode 85 – Exiting The Year With “A Year Of Exits” from 2021-12-09T16:44:53

In our final episode for the year, Felix Narhi is joined by David Barr, Maria Pacella and Amar Pandya for a year end discussion on exits. The team looks back at the year through the lens of our ...

Profiles in Credit - Catching Up With Callum Thomas from 2021-11-25T16:55:36

In this episode Geoff Castle, Fixed Income Portfolio Manager, picks up his conversation with Callum Thomas, founder and head of research of Topdown Charts. They revisit Callum’s predictions from...

The One45 Story from 2021-11-10T17:43:44

In this episode Tony Rautava, Associate, Pender Ventures is joined by David Barr, Pender’s CEO and Portfolio Manager, Brian Claire, former CEO of One45 and Derek Hemmes, Founder and Board Member...

Episode 82 – Quarterly Equity Update from 2021-10-28T16:13:13

In this episode Sarah Wildman, Director of Institutional & Family Office Wealth Services, is joined by David Barr, CEO and Portfolio Manager of the Pender Small Cap Opportunities Fund and Felix ...

Episode 81 – Small Cap Update from 2021-10-21T16:43:47

In this episode Sarah Wildman, Director of Institutional & Family Office Wealth Services, is joined by David Barr, CEO and Portfolio Manager of the Pender Small Cap Opportunities Fund, Sharon Wa...

Episode 80 – Quarterly Fixed Income Update from 2021-10-07T17:46:07

In this episode Sarah Wildman, Director of Institutional & Family Office Wealth Services, is joined by Geoff Castle, Portfolio Manager of the Pender Corporate Bond Fund (PCBF), and Emily Wheeler...

PM Amar Pandya&the Pender Alternative Arbitrage Fund from 2021-09-23T17:32

In this episode Geoff Scott, Senior Vice President, Investments, chats with Amar Pandya, Portfolio Manager of the Pender Alternative Arbitrage Fund. Together they will introduce the Fund and div...

PM Justin Jacobsen&the Pender Alternative Absolute Return Fund from 2021-09-16T17:16:16

In this episode Geoff Scott, Senior Vice President, Investments, chats with Justin Jacobsen, Portfolio Manager of the Pender Alternative Absolute Return Fund. Together they discuss Justin’s back...

Profiles in Credit – Professor Stephen Foerster from 2021-09-09T15:44:47

In this episode Geoff Castle, Fixed Income Portfolio Manager, chats with Stephen Foerster, Professor of Finance at Western University’s Ivey School of Business. They discuss Stephen’s thoughts o...

Carlo Perez – Swift Medical from 2021-08-26T16:09:38

In this episode Kenndal McArdle, Principal, Pender Ventures chats with Carlo Perez, Founder and CEO of Swift Medical Inc. Kenndal and Carlo talk about the series of decisions and choices that le...

Stephanie Andrew – Women’s Equity Lab from 2021-08-12T16:36:44

In this episode Maria Pacella, Managing Partner of Pender Ventures, is joined by Stephanie Andrew, founding partner of Women’s Equity Lab (WEL). They discuss Stephanie’s background, the history ...

Episode 74 – Quarterly Fixed Income Update from 2021-07-29T16:03:08

In this episode Sarah Wildman, Director of Institutional & Family Office Wealth Services, is joined by Geoff Castle, Portfolio Manager of the Pender Corporate Bond Fund, and Parul Garg, Associat...

Episode 73 – Quarterly Equity Update from 2021-07-15T15:39:58

In this episode Sarah Wildman, Director of Institutional & Family Office Wealth Services, is joined by David Barr, President, CEO and Portfolio Manager of the Pender Small Cap Opportunities Fund...

Andrew Mosawi – iATS Payments from 2021-06-24T16:41:15

In this episode Kenndal McArdle, Principal, Pender Ventures chats with Andrew Mosawi, President of iATS Payments. Kenndal and Andrew discuss how he pivoted from being a scuba diving instructor t...

Profiles in Credit – James Grant from 2021-06-17T15:38:24

In this episode Geoff Castle, Fixed Income Portfolio Manager, chats with James Grant, editor of the iconic Wall Street newsletter, Grants Interest Rate Observer. They discuss James' early years ...

Profiles in Credit – Stephen Poloz from 2021-05-27T17:00:49

In this episode Geoff Castle, Fixed Income Portfolio Manager, chats with Stephen Poloz, former Governor of the Bank of Canada. They discuss Stephen’s formative years, his interest in economics, ...

Tobias Carlisle – The Acquirer’s Multiple from 2021-05-13T16:12:16

In this episode David Barr, President and Portfolio Manager is joined by Tobias Carlisle, founder of The Acquirer’s Multiple and Acquirers Funds. They discuss Tobias’ background in investing, th...

Episode 68 – Quarterly Equity Update from 2021-04-22T16:02:51

In this episode Sarah Wildman, Director of Institutio...

Episode 67 – Quarterly Fixed Income Update from 2021-04-08T16:08

In this episode Sarah Wildman, Director of Institutional & Family Office Wealth Services, is joined by Geoff Castle, Portfolio Manager of the Pender Corporate Bond Fund, and Parul Garg, Associat...

Profiles in Credit – Dylan Grice from 2021-03-25T16:19:20

In this episode Geoff Castle, Fixed Income Portfolio Manager, chats with Dylan Grice, Co-founder of Calderwood Capital. They discuss Dylan’s background in finance, his transition from sell side ...

Pender’s Private Equity Approach to Public Markets from 2021-03-18T15:45:53

In this episode David Barr, President, CEO and Portfolio Manager, chats with Kenndal McArdle, Principal, Pender Ventures. They discuss their private equity approach to public markets, and in par...

Profiles in Credit – Callum Thomas from 2021-03-11T17:17:53

In this episode Geoff Castle, Fixed Income Portfolio Manager, chats with Callum Thomas, founder and head of research of Topdown Charts. They discuss Callum’s background and early career, the pat...

Women Investing in Women from 2021-03-04T21:17:06

In this episode Maria Pacella, Managing Partner of Pender Ventures, is joined by Jacqueline Ovens, Alison Nankivell and Heather Conradi. Gathered to mark International Women’s Day, the guests di...

Andrew Wilkinson – Tiny Capital from 2021-02-26T17:40:29

In this episode David Barr, President, CEO and Portfolio Manager, chats with Andrew Wilkinson, Co-Founder and Managing Partner of Tiny Capital. They discuss Andrew’s early entrepreneurial backgr...

David Smith - Teradici from 2021-02-11T17:43:16

In this episode Maria Pacella, Managing Partner of Pender Ventures, is joined by David Smith, CEO of Teradici. They discuss the acceleration of the work-from-home movement caused by COVID-19 and...

Episode 60 – Quarterly Fixed Income Update from 2021-01-28T17:52:58

In this episode Sarah Wildman, Director of Institutional & Family Office Wealth Services, is joined by Geoff Castle, Portfolio Manager of the Pender Corporate Bond Fund, and Emily Wheeler, Assoc...

Episode 59 – Quarterly Equity Update from 2021-01-14T16:34:39

In this episode Sarah Wildman, Director of Institutional & Family Office Wealth Services, is joined by David Barr, President, CEO and Portfolio Manager of the Pender Small Cap Opportunities Fund...

Ian Cassel – Intelligent Fanatics Capital Management from 2020-12-10T18:30:01

In this episode David Barr, President, CEO and Portfolio Manager, chats with Ian Cassel, the founder of MicroCapClub, CIO of Intelligent Fanatics Capital Management and co-founder of intelligent...

Profiles in Credit – Ben Rabidoux from 2020-11-26T17:36:56

In this episode Geoff Castle, Fixed Income Portfolio Manager, chats with Ben Rabidoux, President of North Cove Advisors. They discuss Ben’s background and his role at North Cove Advisors, how to...

Introducing Pender Ventures from 2020-11-19T17:18:57

In this episode Maria Pacella is joined by Kenndal McArdle, Principal of Pender Ventures, and their new team member, Kristina Bergman, Partner at Pender Ventures. Maria chats with Kristina to le...

Chris Mayer – Woodlock House Family Capital from 2020-11-12T18:27:42

In this episode David Barr, President, CEO and Portfolio Manager, chats with Chris Mayer, Portfolio Manager of the Woodlock House Family Capital fund and co-founder of the firm. They discuss Chr...

Profiles in Credit – Frances Donald from 2020-10-29T15:06:53

In this episode Geoff Castle, Fixed Income Portfolio Manager, chats with Frances Donald, Global Chief Economist at Manulife Investment Management. They discuss Frances’ role and how she got her ...

Bill Wignall – Sangoma Technologies Corporation from 2020-10-22T16:02:57

In this episode David Barr, President, CEO and Portfolio Manager, chats with Bill Wignall, President and CEO of Sangoma Technologies. They discuss Bill’s nine years at the helm of Sangoma, start...

Episode 52 – Quarterly Fixed Income Update from 2020-10-15T15:19:39

In this episode Sarah Wildman, Director of Institutional & Family Office Wealth Services, is joined Geoff Castle, Portfolio Manager of the Pender Corporate Bond Fund, and Parul Garg, Associate P...

Episode 51 – Quarterly Equity Update from 2020-10-08T15:09:03

In this episode Sarah Wildman, Director of Institutional & Family Office Wealth Services, is joined by David Barr, President, CEO and Portfolio Manager of the Pender Small Cap Opportunities Fund...

Profiles in Credit – David Dodge from 2020-09-24T15:28:34

In this episode Geoff Castle, Fixed Income Portfolio Manager, chats with former Bank of Canada Governor, David Dodge. They discuss a number of critical economic events that occurred during his s...

Lauren Templeton – Templeton&Phillips Capital Management from 2020-09-10T16:03:25

In this episode David Barr, President and Portfolio Manager, chats with Lauren Templeton, Founder and President of Templeton & Phillips Capital Management. They discuss Lauren’s early interest i...

Profiles in Credit – Morley Conn from 2020-08-27T15:33:42

In this episode Geoff Castle, Fixed Income Portfolio Manager, chats with Morley Conn, Director of Equity Hybrids at Scotiabank Global Banking and Markets. Together they take a deep dive into the...

John Mihaljevic – Manual of Ideas&MOI Global from 2020-08-13T15:30

In this episode David Barr, President and Portfolio Manager, chats with John Mihaljevic, chairman of MOI Global and managing editor of The Manual of Ideas. They discuss value investing, the hist...

Profiles in Credit – Professor Edward Altman from 2020-07-30T15:18:14

In this episode Geoff Castle, Fixed Income Portfolio Manager, chats with Edward Altman, Professor Emeritus of Finance at NYU’s Stern School of Business. They discuss Professor Altman’s backgroun...

Savneet Singh – PAR Technology Corp from 2020-07-23T15:36:42

In this episode David Barr, President and Portfolio Manager, chats with Savneet Singh, President and CEO of PAR Technology Corp., a holding in several of Pender’s equity mandates for over a year...

Episode 44 – Quarterly Fixed Income Update from 2020-07-16T16:55:11

In this episode Sarah Wildman, Director of Institutional & Family Office Wealth Services, is joined by Geoff Castle, Portfolio Manager of the Pender Corporate Bond Fund and Pender Bond Universe ...

Episode 43 – Quarterly Equity Update from 2020-07-09T19:14:14

In this episode Sarah Wildman, Director of Institutional & Family Office Wealth Services, is joined by David Barr, President and Portfolio Manager of the Pender Small Cap Opportunities Fund and ...

Investing in Distressed Credit from 2020-07-02T20:52:24

In this episode Geoff Castle, Fixed Income Portfolio Manager, is joined by Parul Garg, Associate Portfolio Manager of the Pender Corporate Bond Fund, and Amar Pandya, Associate Portfolio Manager...

The Timeless Principles of Investing in a Changing World from 2020-06-18T15:21:52

In this episode David Barr, President and Portfolio Manager, is joined by Felix Narhi, Chief Investment Officer and Portfolio Manager to discuss how they apply the Pender investment process thro...

What Scales is Simplicity from 2020-06-04T15:38:30

In this episode Kenndal McArdle, PE/VC Investment Associate, talks to Matias Marquez, Chief Executive Officer and Founder of Buyatab Online Inc. They discuss Buyatab’s start in 2009, Matias’ ent...

Profiles in Credit – Glenn Reynolds from 2020-05-21T18:53:45

In this episode Geoff Castle, Pender’s Fixed Income Portfolio Manager, talks to Glenn Reynolds, Chief Global Strategist and Co-Founder of CreditSights. Pender’s fixed income team have worked wit...

Health Tech Trends in the Age of COVID-19 from 2020-05-07T17:09:19

In this episode David Barr talks to Hamed Shahbazi, founder and CEO of Well Health Technologies. They discuss how they first met and their connection, Hamed’s first company, TIO Networks and how...

Episode 37 – Quarterly Equity Update from 2020-04-30T17:07:46

*Since recording this podcast on April 27, 2020, small cap markets have begun to rally.*

 Sarah Wildman, Director of Institutional Family Office Wealth Services, is joine...

Episode 36 – Quarterly Fixed Income Update from 2020-04-23T15:28:55

Sarah Wildman, Director of Institutional Family Office Wealth Services, is joined by Geoff Castle, Portfolio Manager of the Pender Corporate Bond Fund and the Pender Bond Universe Fund to provid...

Pender’s New Look Bond Universe from 2020-02-20T17:10

In this episode Sarah Wildman, Director of Institutional & Family Office Wealth Services, sits down with Geoff Castle and Emily Wheeler, Portfolio Manager and Associate Portfolio Manager respect...

Episode 34 – Equity – Small Cap Mania from 2020-02-06T22:04:23

In this episode, David Barr welcomes PenderFund’s newest portfolio manager, Don Walker to the team to manage the Pender Small/Mid Cap Dividend Fund. They discuss all things small cap Canada incl...

Episode 33 – Quarterly Fixed Income Update from 2020-01-23T17:10:29

Sarah Wildman, Director of Institutional Family Office Wealth Services, is joined by Geoff Castle, Portfolio Manager of the Pender Corporate Bond Fund to provide the quarterly fixed income updat...

Episode 32 – Quarterly Equity Update from 2020-01-09T16:45:29

Sarah Wildman, Director of Institutional Family Office Wealth Services, is joined by David Barr and Felix Narhi to provide their quarterly equity update, with a twist. They are in the perfect po...

Episode 31 – A Year in Review from 2019-12-19T16:25:20

Sarah Wildman, Director of Institutional Relationships and Eric Tse, Vice President of Retail Sales look back on the many podcasts we recorded in 2019. They showcase excerpts from discussions on...

Exploring Leadership and Diversity of Thought from 2019-12-05T19:37:05

Maria Pacella is joined by Christy Wyatt, CEO and member of the board of directors at Absolute Software. They discuss Christy’s education at the College of Geographic Sciences, her career as a s...

The 13 Steps to Investing in Fixed Income from 2019-11-21T16:14:27

Sarah Wildman is joined by Geoff Castle and Parul Garg, Portfolio Manager and Associate Portfolio Manager of the Pender Corporate Bond Fund. They discuss their thirteen-step decision-making chec...

Episode 28 – Tech – Investing in China from 2019-11-07T17:37:17

Felix Narhi is joined by Rui Ma and Ying-Ying Lu, co-hots of Pandaily’s TechBuzz China podcast, who are both seasoned China-watchers with years of experience working in the China technology spac...

Turning Over Rocks from 2019-10-24T15:45:39

David Barr is joined by Felix Narhi, Chief Investment Officer and Portfolio Manager on the equity side, and Geoff Castle, Portfolio Manager of the Pender Corporate Bond Fund who come together to...

Episode 26 - Quarterly Fixed Income Update from 2019-10-10T15:21:45

Sarah Wildman is joined by Geoff Castle for the Pender Quarterly Fixed Income Update Podcast. They discuss negative interest rates, rate reset preferred shares, current contributors to the Pende...

Advice for the Next Generation of Women Leaders in Health Tech from 2019-09-26T15:17:40

Maria Pacella, SVP and co-manager of Pender Technology Inflection Fund is joined by Natalie Dakers and Norma Biln, role models for any young girl looking for a career in the STEM disciplines. Na...

Avoiding Value Traps by Looking for Catalysts from 2019-09-12T15:05:03

Felix Narhi, Chief Investment Officer and Portfolio Manager at Pender is joined by President and Portfolio Manager David Barr to discuss how Pender minimizes the odds of finding ourselves stuck ...

Episode 23 – Quarterly Equity Update from 2019-08-29T15:33:23

Sarah Wildman, Director of Institutional Relationships, is joined by David Barr and Felix Narhi to provide an early quarterly equity update. With investor sentiment turning more fearful, concern...

The Highs and Lows of Venture Capital from 2019-08-01T15:32:19

Maria Pacella, Senior Vice President of Private Equity at Pender, is joined by Michelle Scarborough, Managing Director of Strategic Investments and the Women in Technology Venture Fund at the Bu...

Episode 21 – Quarterly Fixed Income Update from 2019-07-18T16:05:23

Sarah Wildman is joined by Geoff Castle for the first of the Pender Quarterly Fixed Income Update Podcasts. Geoff is the portfolio manager of the Pender Corporate Bond Fund. They discuss the cur...

Episode 20 – Quarterly Equity Update from 2019-07-04T16:09:54

Sarah Wildman is joined by David Barr and Felix Narhi for the first of the Pender Quarterly Update Podcasts. David and Felix are both are analysts and portfolio managers of the Pender Value Fund...

"Culture Eats Strategy" from 2019-06-20T18:58:38

David Barr interviews Michael Lombardi, former NFL executive and author of Gridiron Genius.  Michael shares his experiences as a member of the coaching staff for several NFL teams working alongs...

Pender's 10 Year Anniversary from 2019-06-06T17:56:12

David Barr is interviewed by Sarah Wildman, Director of Institutional Relationships at PenderFund. They look back on the past 10 years of Pender, highlighting key events and stories, the Pender ...

Just What the Doctor Ordered from 2019-05-16T16:11:07

Maria Pacella sits down with the founder of Clarius Mobile Health, Laurent Pelissier. Laurent has been at the forefront of developing and commercializing cutting-edge ultrasound technology for n...

Building an Enterprise from the Ground Up from 2019-03-28T18:34:32

Maria Pacella sits down with the founders of Point Grey Research, a global leader in innovative, high-performance digital cameras. She was joined by Vlad Tucakov, Don Murray and Malcom Steenburg...

Leadership Lessons from Judi Hess from 2019-03-08T18:24:19

In this episode Maria Pacella talks to Judi Hess, CEO of Copperleaf Technologies, a Vancouver based venture capital backed firm which has developed decision analytics software for companies arou...

Episode 14 - Equity – Finding Better Relative Opportunities from 2019-02-28T23:38:02

In this episode David Barr sits down with Amar Pandya, Senior Investment Analyst and Associate Portfolio Manager, to discuss the Canadian equity market. They discuss the opportunities, mis-price...

Episode 13 - Private Equity - Our Perspectives on 2018-2019 from 2019-01-31T23:13:12

David Barr interviews Maria Pacella, Pender’s SVP Private Equity, on the trends she sees in private equity in 2019. They discuss this from the investment angle, highlighting financing and exit s...

Episode 12 - Equity - Our Perspectives on 2018-2019 from 2019-01-24T22:29:51

In this episode, David Barr and Felix Narhi discuss the equity key themes from 2018. Volatility was a big factor in the markets and consequently, in how they managed the Pender Value Fund and th...

Episode 11 - Fixed Income - Our Perspectives on 2018-2019 from 2019-01-15T17:24:17

In this episode David Barr and Geoff Castle discuss the key themes and events from credit markets during 2018. They talk about the Pender Corporate Bond Fund positioning during a changing enviro...

Technology Disruption - Edge Computing, IoT and Anomaly Detection from 2018-12-28T18:09:20

This is the last in the four part series on Disruptive Technology. Maria Pacella, SVP, Private Equity and Portfolio Manager of the Pender Technology Inflection Fund, has been talking with Silico...

Technology Disruption - Big Data from 2018-12-17T22:50

Maria Pacella, SVP, Private Equity and Portfolio Manager of the Pender Technology Inflection Fund, continues her conversation with Rich Miller about data management. Rich has an interesting take...

Technology Disruption - Blockchain from 2018-12-10T18:44

In the second of this four part series on disruptive technology, Maria Pacella, Senior VP, Private Equity at Pender, continues her conversation with Rich Miller, a technology expert and Silicon ...

Technology Disruption - “A front row seat” from 2018-11-29T22:50:10

Maria Pacella, SVP Private Equity at Pender, interviews Rich Miller, who has had a long and illustrious career in Silicon Valley, being at the forefront of distributed computing and networking t...

Evaluating Risk from 2018-11-26T21:26:04

In the second of this two part series on risk, David Barr and Felix Narhi move from talking about risk assessment at the company level to risk management at the portfolio level. One of the key a...

The Trinity of Risk from 2018-11-19T18:57:30

In the first of this two part series on risk, David Barr and Felix Narhi take a deep dive into risk assessment at the company level. A primary goal is capital preservation, and this starts with ...

Meet PM Geoff Castle from 2018-11-08T15:47:50

Meet Geoff Castle, Portfolio Manager of the Pender Corporate Bond Fund, who recently celebrated his third anniversary managing the Fund. On this episode, David Barr, Pender’s President, chats wi...

The 80/20 Rule from 2018-07-06T07:01

On June 28, 2018, the Pender Value Fund turned five. In the last of this three part series, David Barr and Felix Narhi, co-managers of the Fund, look back on the investment s...

Doublecheck the Postscript from 2018-07-06T07:00

On June 28, 2018, the Pender Value Fund turned five. In this second of three part series, David Barr and Felix Narhi, co-managers of the Fund, discuss fundamental questions relating t...

Love at First Read from 2018-07-02T21:31:33

On June 28, 2018, the Pender Value Fund turned five. In this first  of three part series, David Barr and Felix Narhi, co-managers of the Fund, go way b...