Episode 43 – Quarterly Equity Update
July 9, 2020

Episode 43 – Quarterly Equity Update

Sarah Wildman is joined by David Barr and Sharon Wang to provide the quarterly equity update.

Subtitle: When the world’s going bananas, that’s when you need a disciplined process.

In this episode Sarah Wildman, Director of Institutional & Family Office Wealth Services, is joined by David Barr, President and Portfolio Manager of the Pender Small Cap Opportunities Fund and the Pender Value Fund and Sharon Wang, Senior Equity Analyst. They cover the quarter for small and micro-cap tech stocks, review the continuing impact of COVID-19 on small-cap markets and our portfolios and talk about a few interesting ideas.

Key Takeaways

[01:20]Sarah begins the discussion by looking back on the last quarter and the ongoing impact of the pandemic, asking which themes have emerged as a result.
[04:48]Sharon provides background on JD.com. She explains how they pivoted their business model during the SARS outbreak in 2003 and how this is a model for many small caps today.
[09:02]David and Sharon reflect on their seven-year collaboration on small caps stock picking.
[11:05]Sarah asks David about how the Pender Investment Process may have been impacted amidst the global pandemic.
[12:58]They also touch on Fund performance for the quarter.
[14:26]Sharon and David share highlights and updates on some promising names in the portfolio including Cloudera, PAR Technologies and Sangoma Technologies.
[25:11]The conversation closes with a book recommendation from Sharon and David.

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