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
David Barr
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
Episode 1 – Equity – Love at First Read
How did we get to the five year anniversary of the Pender Value Fund?
July 2, 2018
