Episode 6 – Evaluating Risk at the Portfolio Level

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 – 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 – Credit Markets: 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 – The 80/20 Rule is Alive and Well

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