PenderFund

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 the book if he wrote it today. They also cover names that they both hold in their portfolios and the key principles Chris turns to when looking for the next "100 bagger".

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 impact of COVID-19 on the business and the key lessons Bill has learned since becoming CEO.

In this episode Sarah Wildman, Director of Institutional & Family Office Wealth Services, is joined Geoff Castle, Portfolio Manager of the Pender Corporate Bond Fund, and Parul Garg, Associate Portfolio Manager of the Fund. They look back on the five-year anniversary of Geoff and Parul managing the Fund, look out to the next five, and discuss volatility and “the hunt for yield”, or as Geoff likes to say “managing for value”.

In this episode Sarah Wildman, Director of Institutional & Family Office Wealth Services, is joined by David Barr, President, CEO and Portfolio Manager of the Pender Small Cap Opportunities Fund and Felix Narhi, Pender's Chief Investment Officer and Portfolio Manager, who manages the Pender US All Cap Equity Fund. Together, they co-manage the Pender Value Fund. They discuss their areas of focus including M&A and IPOs, the digital economy, and explore some portfolio holdings.

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 Bennett Jones.

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.