PenderFund

In this episode Geoff Scott, Senior Vice President, Investments, chats with Amar Pandya, Portfolio Manager of the Pender Alternative Arbitrage Fund and Justin Jacobsen, Portfolio Manager of the Pender Alternative Absolute Return Fund. Together the team looks at last quarter’s performance, the macro factors that contributed to volatility and the ongoing geopolitical situation that is affecting markets. The team also discusses rising inflation, the interest rate hike cycle and M&A opportunities the team has been seeing lately. Amar and Justin also provide some insight into portfolio positioning and discuss some holdings in detail. The podcast ends with a book recommendation from Amar and Justin.

In this episode Geoff Scott, Senior Vice President Investments, is joined by Geoff Castle, Portfolio Manager of the Pender Corporate Bond Fund (PCBF), and Emily Wheeler, Associate Portfolio Manager of Pender’s Fixed Income mandates. Together they look at last quarter’s performance and discuss in depth the global challenges that are impacting credit markets, ranging from geopolitical challenges to rising inflation and interest rates. The team also outlines how they are positioning Pender’s fixed income funds defensively and what measures they are taking to ensure forward momentum. They highlight a few portfolio holdings in detail. The podcast ends with a shared book recommendation from the team.

In this episode Geoff Scott, Senior Vice President Investments, is joined by David Barr, CEO and Portfolio Manager of the Pender Small Cap Opportunities Fund and Felix Narhi, Pender’s Chief Investment Officer and Portfolio Manager of the Pender Global Focused Fund and Pender Strategic Growth and Income Fund. They revisit last quarter’s performance and the headwinds faced, especially in small cap and tech sector equity. They discuss the trinity of risk, being balance sheet risk, valuation risk and business risk, and in particular the team’s thoughts about valuation risk, which has decreased in the last year and made for an interesting investment environment.

In this episode Maria Pacella, Managing Partner of Pender Ventures celebrates International Women’s Day 2022 by taking a listen back to some of the “best bits” from our podcasts featuring Judi Hess, Natalie Dakers, Norma Biln, Jacqueline Ovens, Christy Wyatt, Michelle Scarborough and Alison Nankivell. These excerpts have been specifically selected to impart timeless advice and guidance to women looking to take the next step in their career, possibly into a leadership position, or to start their entrepreneurial journey.

In this episode Geoff Castle, Fixed Income Portfolio Manager, chats with Stan Manoukian, founder of Independent Credit Research LLC. Together they discuss Stan's background, his experiences with distressed debt and the motivation that led him to start his own firm. Stan also discusses in depth the lessons he has learned throughout his career and how he applies them to distressed debt investing. Finally, Stan shares his perspectives on a variety of topics from credit cycles, as they relate to distressed credit investing and the opportunity with reorg equities.

In this episode Kenndal McArdle, Principal, Pender Ventures chats with Wils Theagene, Senior Director Private Equity CDPQ - Equity 25^3 Fund. Kenndal and Wils talk about diversity within venture capital and the private asset class, discuss how EQ25^3 is leveraging diversity as a vector of development and expansion, the social issues surrounding diversity and the challenges that underrepresented entrepreneurs face when seeking funding or access to resources. Kenndal and Wils also discuss ESG in depth and how CDPQ has become a leader in this domain, and Wils offers his advice and opinions on how companies can do a better job when it comes to diversifying and empowering their EDI committees to make meaningful impacts.

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 (PCBF), and Parul Garg, Associate Portfolio Manager of the Fund. They look back at market and fund performance in 2021, discuss factors and variables that have influenced market conditions and talk in depth about their thinking and process, which helped the team achieve positive returns in 2021. The team also looks ahead to the challenges and opportunities for 2022 and discuss what they have in their sights for this year. The podcast ends with a book recommendation and some economic observations from Parul after her recent travels.

In this episode Geoff Scott, Senior Vice President, Investments, chats with Amar Pandya, Portfolio Manager of the Pender Alternative Arbitrage Fund & Justin Jacobsen, Portfolio Manager of the Pender Alternative Absolute Return Fund. Together they look back at fund for the quarter, discuss merger arbitrage and provide some insight into volatility and the taper tantrum we have seen in early 2022. The team also discusses how the funds are being positioned to handle a variety of scenarios and Justin talks about using leverage in his fund. The podcast ends with a book question.

In this episode Sarah Wildman, Director of Institutional & Family Office Wealth Services, is joined by David Barr, CEO and Portfolio Manager of the Pender Small Cap Opportunities Fund and Felix Narhi, Pender’s Chief Investment Officer and Portfolio Manager of the Pender Global Focused Fund and Pender Strategic Growth & Income Fund. Together, they co-manage the Pender Value Fund. They look back on 2021 as a whole and provide their approach to 2022.