• Pender Technology Inflection Fund

    Our top performing venture and small cap managers team up

    to launch a new technology fund.

    Learn More
  • Investment Insight

    Cash as a Strategic Asset Class

    Are strong risk-adjusted returns achieved despite holding cash or because we hold cash?

    Read more
  • Active Management

    Demystifying the Canadian Stock Market

    Is your portfolio as diversified as you think?

    Read more
  • Finding value in founder-run companies... of this fund manager’s keys to success

    CIO, Felix Narhi talks to the Financial Post

    Read the article
  • Market Commentaries

    Portfolio Managers comment on market dynamics

    Where they are finding opportunities?

    Read more
  • BNN: Top small-cap buys for value investors

    Sharpening our pencil in cannabis and crypto...but not for 3 to 5 years.

    Dave Barr joins Greg Bonnell on The Close to talk about cannabis, cryptocurrency and small cap tech opportunities in a market dominated by FANG stocks, as well as highlighting two ideas, Photon Control (PHO) and TeraGo (TGO). Watch Video


Latest News & Knowledge

Manager’s Q4 Commentary – Felix Narhi

“Since 1871, the market has spent 40% of all years either rising or falling more than 20%. Roaring booms and crushing busts are perfectly normal.” - Morgan Housel Last year…
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The Underappreciated Value of a Long-Term Orientation

“I ask everybody not to think in two to three-year time frames, but to think in five to seven-year time frames.” – Jeff Bezos Amazon is a remarkable enterprise that…
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Blog Post: More on the disruptive forces of technological change

It is important to keep in mind that one of Charles Darwin’s great insights on evolution also applies to capitalism: “It is not the strongest of the species that survives,…
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Blog Post: Taking advantage of business, sector and market cycles

“It's déjà vu all over again.” – Yogi Berra We often own stakes in companies which can be characterized as boring, operating in “meat and potatoes” industries that have faced…
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The Globe and Mail: Six high priced stocks that deserve a second look

"At recent prices, an investor gets the potential upside from all of Baidu's future AI initiatives for free." – Felix Narhi talks to Shirley Won for The Globe & Mail…
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