Episode 27 – Balanced – Turning Over Rocks
David Barr is joined by Felix Narhi and Geoff Castle to discuss our balanced fund, the Pender Strategic Growth and Income Fund.
October 24, 2019
David Barr
Episode 24 – Pender Process – Avoiding Value Traps by Looking for Catalysts
Felix Narhi is joined by David Barr to discuss how Pender minimizes the odds of finding ourselves stuck in a value trap by looking for catalysts in advance.
September 12, 2019
Episode 23 – Quarterly Equity Update
Sarah Wildman is joined by David Barr and Felix Narhi to provide an early quarterly equity update.
August 29, 2019
Episode 20 – Quarterly Equity Update
Sarah Wildman is joined by David Barr and Felix Narhi for the first of the Pender Quarterly Update Podcasts.
July 4, 2019
Episode 19– Michael Lombardi – Team Culture
David Barr interviews Michael Lombardi, former NFL executive and author of Gridiron Genius. Touching on culture and leadership in football strategy, Michael shares how the importance of building teams in the NFL relates to the business world today.
June 20, 2019
Episode 18 – 10 Year Anniversary
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
Episode 14 – Equity – Finding Better Relative Opportunities
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
Episode 13 – Private Equity – Our Perspectives on 2018-2019
David Barr interviews Maria Pacella, Pender’s SVP Private Equity, on the trends she sees in private equity in 2019.
January 31, 2019
Episode 12 – Equity – Our Perspectives on 2018-2019
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
Episode 11 – Fixed Income – Our Perspectives on 2018-2019
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
Episode 6 – Pender Process – Evaluating Risk
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
Episode 5 – Pender Process – The Trinity of Risk
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
Episode 4 – Fixed Income – Market Insights and Experiences
Meet Geoff Castle, Portfolio Manager of the Pender Corporate Bond Fund, who recently celebrated his third anniversary managing the Fund.
November 8, 2018
Episode 3 – Equity – The 80/20 Rule
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
Episode 2 – Equity – Doublecheck the Postscript
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
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