Business
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 revisit the last 12 months of portfolio performance and look at how Pender’s investment process was both stress tested and set Pender’s equity funds up for their current performance profiles. They also take a moment to talk about the opportunities they are seeing at the moment, including what they are referring to as “Phoenixes”.