Episode 18 – 10 Year Anniversary

Featuring: David Barr, Sarah Wildman

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 culture, and of course, investing.

June 6, 2019

Funds

Episode 14 – Equity – Finding Better Relative Opportunities

Featuring: Amar Pandya, David Barr

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

February 28, 2019

Funds, Technology

Episode 13 – Private Equity – Our Perspectives on 2018-2019

Featuring: David Barr, Maria Pacella

David Barr interviews Maria Pacella, Pender’s SVP Private Equity, on the trends she sees in private equity in 2019.

January 31, 2019

Funds

Episode 12 – Equity – Our Perspectives on 2018-2019

Featuring: David Barr, Felix Narhi

This is the second of three podcasts where David sits down with our heads of equity, credit and private equity investment teams to look back on 2018 and to what 2019 may bring.

January 24, 2019

Funds

Episode 11 – Fixed Income – Our Perspectives on 2018-2019

Featuring: David Barr, Geoff Castle

In this episode David Barr and Geoff Castle discuss the key themes and events from credit markets during 2018. They also look forward to 2019 and some of the challenges they may, or may not, face. Geoff talks about how he looks at securities with these potential outcomes in mind.

January 15, 2019

Investment Process

Episode 6 – Pender Process – Evaluating Risk

Featuring: David Barr, Felix Narhi

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.

November 26, 2018

Investment Process

Episode 5 – Pender Process – The Trinity of Risk

Featuring: David Barr, Felix Narhi

In the first of this two part series on risk, Dave and Felix take a deep dive into risk assessment at the company level.

November 19, 2018

Funds

Episode 4 – Fixed Income – Market Insights and Experiences

Featuring: David Barr, Geoff Castle

Meet Geoff Castle, Portfolio Manager of the Pender Corporate Bond Fund, who recently celebrated his third anniversary managing the Fund.

November 8, 2018

Funds

Episode 3 – Equity – The 80/20 Rule

Featuring: David Barr, Felix Narhi

In the last of this three part series, Dave and Felix look back on the investment strategies and how they translated into some of the better ideas in the Fund.

July 11, 2018

Funds

Episode 2 – Equity – Doublecheck the Postscript

Featuring: David Barr, Felix Narhi

In this second of three part series, Dave and Felix discuss what value investing means and how this concept has evolved over time.

July 6, 2018

Funds

Episode 1 – Equity – Love at First Read

Featuring: David Barr, Felix Narhi

How did we get to the five year anniversary of the Pender Value Fund?

July 2, 2018

David Barr

Episode 18 – 10 Year Anniversary

Episode 14 – Equity – Finding Better Relative Opportunities

Episode 13 – Private Equity – Our Perspectives on 2018-2019

Episode 12 – Equity – Our Perspectives on 2018-2019

Episode 11 – Fixed Income – Our Perspectives on 2018-2019

Episode 6 – Pender Process – Evaluating Risk

Episode 5 – Pender Process – The Trinity of Risk

Episode 4 – Fixed Income – Market Insights and Experiences

Episode 3 – Equity – The 80/20 Rule

Episode 2 – Equity – Doublecheck the Postscript

Episode 1 – Equity – Love at First Read

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