Episode 27 – Balanced – Turning Over Rocks
October 24, 2019

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.

Subtitle: Looking for pockets of opportunity we can take advantage of.

David Barr is joined by Felix Narhi, Chief Investment Officer and Portfolio Manager on the equity side, and Geoff Castle, Portfolio Manager of the Pender Corporate Bond Fund who come together to discuss current markets and the opportunity we see for our balanced fund, the Pender Strategic Growth and Income Fund.

Key Takeaways

[02:25] Felix shares the two high level trends we’re currently seeing in the marketplace.
[04:44] David asks Geoff to comment on the volatility opportunity he is seeing in credit markets. Or not.
[11:31] David asks Felix to provide some of the names that have recently gone into the portfolio and why they were chosen.
[14:32] Geoff takes on recession speculation “in the last few months, it seems like every famous prognosticator has been out warning people of recessions” and covers some of the opportunities he has identified for the portfolio.
[20:28] Felix addresses our approach to Fund allocation between equities and fixed income.
[23:38] David asks Felix and Geoff about decision making in the Fund; who makes the overall decisions on portfolio holdings and who retains Fund oversight.
[25:08] Felix and Geoff share which books are helping to influence their thinking.

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