PenderFund

In this episode Geoff Castle, Fixed Income Portfolio Manager, chats with Callum Thomas, founder and head of research of Topdown Charts. They discuss Callum's background and early career, the path to launching Topdown Charts and what it offers, Callum's approach to credit cycles and their perspective on potential interest rates over the next few years as we enter the recovery.

In this episode Maria Pacella, Managing Partner of Pender Ventures, is joined by Jacqueline Ovens, Alison Nankivell and Heather Conradi. Gathered to mark International Women's Day, the guests discuss how they invest in women fund managers and entrepreneurs, how gender diversity plays a role in returns, how they measure diversity within their organizations and how we need to continue to close the g...

In this episode David Barr, President, CEO and Portfolio Manager, chats with Andrew Wilkinson, Co-Founder and Managing Partner of Tiny Capital. They discuss Andrew's early entrepreneurial background and his transition to investor, his experience in the tech sector, value investing and taking his company, WeCommerce, from private to public.

In this episode Maria Pacella, Managing Partner of Pender Ventures, is joined by David Smith, CEO of Teradici. They discuss the acceleration of the work-from-home movement caused by COVID-19 and how Teradici was well-equipped to support existing and new clients in this digital shift. They also cover Teradici's engineering Emmy win for their work in media and entertainment, and their recent update...

In this episode David Barr, President, CEO and Portfolio Manager, chats with Ian Cassel, the founder of MicroCapClub, CIO of Intelligent Fanatics Capital Management and co-founder of intelligentfanatics.com. As two avid microcap investors, there was a lot of ground to cover. The benefit of years of micro and small cap investing wisdom is packed in this one-hour podcast.

In this episode Geoff Castle, Fixed Income Portfolio Manager, chats with Ben Rabidoux, President of North Cove Advisors. They discuss Ben's background and his role at North Cove Advisors, how to navigate the Canadian real estate sector as well as the broader Canadian economy. Additional Resources: Canadian Credit Trends – October 2020

In this episode Maria Pacella is joined by Kenndal McArdle, Principal of Pender Ventures, and their new team member, Kristina Bergman, Partner at Pender Ventures. Maria chats with Kristina to learn more about her background and experiences working as a tech product marketer and manager, an entrepreneur and an investor. Then Kristina turns the tables and interviews Kenndal about  what makes Pender...

In this episode David Barr, President, CEO and Portfolio Manager, chats with Chris Mayer, Portfolio Manager of the Woodlock House Family Capital fund and co-founder of the firm. They discuss Chris' novel 100 Baggers: Stocks that Return 100-to-1 and How to Find Them, including his motivation to write the book, themes from key chapters and how his knowledge from experiencing COVID-19 would influence...

In this episode Geoff Castle, Fixed Income Portfolio Manager, chats with Frances Donald, Global Chief Economist at Manulife Investment Management. They discuss Frances' role and how she got her start in economics, her three-phased approach to navigating the COVID-19 pandemic along with modern monetary theory and the sustainability of credit spreads.

In this episode David Barr, President, CEO and Portfolio Manager, chats with Bill Wignall, President and CEO of Sangoma Technologies. They discuss Bill's nine years at the helm of Sangoma, starting from his initial goals for the company and how they have achieved the growth they have, including migrating away from hardware and declining market segments to where they are today. They also cover the...

In this episode Geoff Castle, Fixed Income Portfolio Manager, chats with former Bank of Canada Governor, David Dodge. They discuss a number of critical economic events that occurred during his seven-year term including 9/11, the commodities boom in the mid 2000s and the early stages of the 2008 financial crisis along with his current voice in Canadian economic circles as a senior advisor at Bennet...

In this episode David Barr, President and Portfolio Manager, chats with Lauren Templeton, Founder and President of Templeton & Phillips Capital Management. They discuss Lauren's early interest in investing, her family ties to Sir John M. Templeton, value investing and how to engage the next generation of investors.

In this episode Geoff Castle, Fixed Income Portfolio Manager, chats with Morley Conn, Director of Equity Hybrids at Scotiabank Global Banking and Markets. Together they take a deep dive into the convertibles market to uncover the opportunities, inefficiencies and features of convertibles, as well as swapping war stories.

In this episode David Barr, President and Portfolio Manager, chats with John Mihaljevic, chairman of MOI Global and managing editor of The Manual of Ideas. They discuss value investing, the history of MOI global, technology businesses and small and micro-cap investing.

In this episode Geoff Castle, Fixed Income Portfolio Manager, chats with Edward Altman, Professor Emeritus of Finance at NYU's Stern School of Business. They discuss Professor Altman's background in distressed credit, the Altman Z-Score, Professor Altman's recent paper which assesses default and bankruptcy rates and conditions before and after COVID.

In this episode David Barr, President and Portfolio Manager, chats with Savneet Singh, President and CEO of PAR Technology Corp., a holding in several of Pender's equity mandates for over a year. They discuss software as a platform, entrepreneurship, corporate culture and the transformation of PAR since Savneet became CEO.

In this episode Geoff Castle, Fixed Income Portfolio Manager, is joined by Parul Garg, Associate Portfolio Manager of the Pender Corporate Bond Fund, and Amar Pandya, Associate Portfolio Manager on the equity team. They discuss the current market conditions that have led to some interesting opportunities in distressed credit. They look back at prior dislocations, including 2016, as well as the ris...

In this episode David Barr, President and Portfolio Manager, is joined by Felix Narhi, Chief Investment Officer and Portfolio Manager to discuss how they apply the Pender investment process through periods of uncertainty. They cover predictive attributes, successful business models during the global pandemic, and some of the benefits of investing in the small and micro-cap space.

In this episode Kenndal McArdle, PE/VC Investment Associate, talks to Matias Marquez, Chief Executive Officer and Founder of Buyatab Online Inc. They discuss Buyatab's start in 2009, Matias' entrepreneurial spirit, and the decisions Matias has made along the way to put Buyatab's success first.

In this episode Geoff Castle, Pender's Fixed Income Portfolio Manager, talks to Glenn Reynolds, Chief Global Strategist and Co-Founder of CreditSights. Pender's fixed income team have worked with the research analysts of CreditSights for a number of years. Geoff and Glenn talk about the early days of high-yield, moving up to the present day and how past events may shape the post-COVID-19 future.

In this episode David Barr talks to Hamed Shahbazi, founder and CEO of Well Health Technologies. They discuss how they first met and their connection, Hamed's first company, TIO Networks and how he is applying all the experience and learning from that enterprise to Well Health Technologies. We re-recorded a key part of the conversation. This episode was taped before COVID-19 was declared a pandemi...

In this episode Sarah Wildman, Director of Institutional & Family Office Wealth Services, sits down with Geoff Castle and Emily Wheeler, Portfolio Manager and Associate Portfolio Manager respectively of the recently launched Pender Bond Universe Fund. They discuss the new Fund, introduce Emily and highlight her experience, and talk about the current credit market and where both managers see opport...

Maria Pacella is joined by Christy Wyatt, CEO and member of the board of directors at Absolute Software. They discuss Christy's education at the College of Geographic Sciences, her career as a software engineer and her rise to executive leadership positions at Palm, Sun Microsystems, Apple, Motorola, Citigroup, Good Technology and Dtex. Christy talks us through her journey that saw her named one o...

Sarah Wildman is joined by Geoff Castle and Parul Garg, Portfolio Manager and Associate Portfolio Manager of the Pender Corporate Bond Fund. They discuss their thirteen-step decision-making checklist for analysing securities for inclusion in the portfolio.

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.