HeyJaredPenderFund
PenderFund's Podcast is focused on investing. We never stop learning and through these conversations we share the insights that shape our investment process.
- Indexed episodes, last 90 days
- 4
- Latest publication
- Sep 17, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 7, 2026
Latest episodes
Pender Podcast PM Series: Catalysts Over Consensus, A Framework for Special Situations Investing (opens the original)
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Identifying specific, evidence-backed catalysts that can unlock value In this episode of the Pender Podcast PM Series, host Laura Baker sits down with Amar Pandya, Portfolio Manager of the Pender Alternative Special Situations Fund, to unpack what makes special situations investing distinct from traditional stock picking. They discuss why market inefficiency persists in small and mid cap companies, how to distinguish a genuine catalyst from a compelling narrative, and the four buckets Amar uses
Pender Equity PM Series: The Hidden AI Winners in Small and Mid Cap Equities (opens the original)
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How the AI Infrastructure Boom is Reshaping the Case for Small and Mid Cap Equities In this episode of the Pender podcast, Aman Budhwar, Portfolio Manager of the Pender US Small/Mid Cap Equity Fund, sits down with host Laura Baker, Associate Client Portfolio Manager, to explore why the AI story extends far beyond the mega caps and how small and mid-cap equities can offer an alternative way to participate in its growth. They discuss the record concentration driving the S&P 500 and Nasdaq, the val
Pender Podcast PM Series - Pender Credit Opportunities Fund - The Story So Far (opens the original)
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Lessons and opportunities as the Fund approaches its three year anniversary As the Pender Credit Opportunities Fund approaches its three-year anniversary, Lead Portfolio Manager, Fixed Income Geoff Castle and Associate Portfolio Manager, Parul Garg join host Laura Baker to reflect on the fund's journey since launch. This episode breaks down how stressed and distressed credit works, how they find and size opportunities, and why Pender's established credit platform gives this fund a structural edg
Pender Podcast - World Cup Series - The Tournament Problem: Luck, Skill & Process (opens the original)
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When perceived advantages don't always equate to results. In the third episode of Pender's World Cup Series, Senior Equity Analyst Felix Narhi joins host Laura Baker to explore why being the favourite can become a liability and what underdog teams like Cabo Verde and Team Canada reveal about the structural advantages of playing with freedom, finding mispriced bets, and building a culture that outlasts any strategy.
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