Jul 6, 2018
On June 28, 2018, the Pender Value Fund turned five. In the last of this three part series, David Barr and Felix Narhi, co-managers of the Fund, look back on the investment strategies and how they translated into some of the better ideas in the Fund. They discuss various holdings, their original investment theses,...
Jul 6, 2018
On June 28, 2018, the Pender Value Fund turned five. In this second of three part series, David Barr and Felix Narhi, co-managers of the Fund, discuss fundamental questions relating to what value investing means, and how this concept has evolved over time. Technology has played a key role in improving and driving change...
Jul 2, 2018
On June 28, 2018, the Pender Value Fund turned five. In this first of three part series, David Barr and Felix Narhi, co-managers of the Fund, go way back to explore their investing roots, discussing how they got into investing in the first place, the forces that influenced them early in their careers, some failures and...