Sarah Wildman is joined by David Barr and Felix Narhi for the first of the Pender Quarterly Update Podcasts. David and Felix are both are analysts and portfolio managers of the Pender Value Fund. David also manages the Pender Small Cap Opportunities Fund, and Felix, the US All Cap Equity and Strategic Growth and Income mandates. They discuss the current equity environment, contribution, M&A, current investment stories and more. They also share what books are on their summer reading lists.