Forward Thinking. Finding Value.

Growing Capital

China Investing Trip: Felix Narhi’s Takeaways

Written by Felix Narhi

This article was originally published on moiglobal.com on November 30, 2019. “American investors are missing out on China. It just looks too hard, sitting in Omaha… but it’s where they should be looking.” – Charlie […]

November 30, 2019
Definitions and Glossary of Quantum Computing Terms

Definitions and Glossary of Quantum Computing Terms

Written by Investment Team

Extract from Deloitte Insights: Technology, Media, and Telecommunications Predictions 2019 and reproduced with the permission of Duncan Stewart, Director of Research and Erica Pretorius, Partner, Risk Advisory, Deloitte Canada. Classical computer: The traditional form of […]

October 28, 2019
Why Pender

The Tide Goes Out Investing

Written by Investment Team

In extraordinary times, when markets are stressed the broad opportunity set widens. But from a psychological perspective, it sure doesn’t feel like an opportunity.“The tide goes out” in periods like the financial crisis of 2008-2009 […]

May 1, 2019
Needle in the Haystack Investing

Needle in the Haystack Investing

Written by Investment Team

In normal times, when markets are relatively tranquil the opportunity set is narrow. Armies of smart analysts and investors do their research and stocks are priced much more efficiently than less followed stocks. It’s challenging […]

May 1, 2019
Just What the Doctor Ordered

Just What the Doctor Ordered

Written by Maria Pacella

Why the next big tech name could come from the healthcare sector Important Information: Pender Technology Inflection Fund I Limited Partnership managed by PenderFund Capital Management Ltd. (“Pender”) holds an investment in Clarius Mobile Health, […]

April 25, 2019
Growing Capital

How Do Catalysts Form?

Written by Investment Team

We have often talked about catalyst-driven investing, specifically in our blog post on Catalysts: Investing in “take-outs”. Another of the catalysts that can motivate a company to sell itself is prolonged stock price underperformance despite […]

February 21, 2019