PenderFund

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 Sarah Wildman, Director of Institutional & Family Office Wealth Services, is joined by Geoff Castle, Portfolio Manager of the Pender Corporate Bond Fund and Pender Bond Universe Fund, and Emily Wheeler, Associate Portfolio Manager of the Pender Bond Universe Fund. They cover the Fund’s performance in the last quarter, the Fed’s inducement to take on risk, distressed credit and some interesting names in the portfolio.

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.

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 risks associated with investing in distressed credit.

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 pandemic. At that time, Hamed discussed waiting for the adoption of digitization in healthcare to catch up to other industries, and in particular how doctors were slow to adopt technology into their practices. Our re-record gives you an up-to-date picture of how COVID-19 has increased the uptake of technology in healthcare virtually overnight, from someone at the epicentre of adoption.

*Since recording this podcast on April 27, 2020, small cap markets have begun to rally.*

 Sarah Wildman, Director of Institutional Family Office Wealth Services, is joined by David Barr, Portfolio Manager of the Pender Small Cap Opportunities Fund and the Pender Value Fund, and Don Walker, Portfolio Manager of the Pender Small/Mid Cap Dividend Fund, to provide a quarterly equity update. They look back on the events of late March, their impact on small cap markets and our portfolios, and discuss potential trends and opportunities coming out of the crisis, and the steps they are taking to position portfolios for an eventual recovery.

Sarah Wildman, Director of Institutional Family Office Wealth Services, is joined by Geoff Castle, Portfolio Manager of the Pender Corporate Bond Fund and the Pender Bond Universe Fund to provide a quarterly fixed income update. They discuss the actions of Geoff and the fixed income team to protect portfolios and maintain liquidity, and cover the areas that Geoff views as having early potential upside and how he is positioning the fund for the eventual recovery.