PenderFund

About PenderFund

PenderFund's Podcast is focused on investing. We never stop learning and through these conversations we share the insights that shape our investment process. We interview industry experts and business leaders, and we cover public and private equities, small cap stocks, technology, fixed income, risk, value and more in the search for an investment edge and to make us all better-informed investors.

Publisher

PenderFund Capital Management Ltd

Category

business · business

Language

en

Explicit

No

First episode

2 Jul 2018

Latest episode

17 Sept 2026

Latest episodes

95 episodes in the feed.

1. 

   17 Sept 2026

   Pender Podcast PM Series: Catalysts Over Consensus, A Framework for Special Situations Investing

   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 to categorize special situations opportunities across the portfolio.

2. 

   10 Sept 2026

   Pender Equity PM Series: The Hidden AI Winners in Small and Mid Cap Equities

   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 valuation and growth divergence between large and small/mid cap companies, and how "picks and shovels" businesses in data center infrastructure are positioned to benefit from the AI capital investment boom.

3. 

   9 Jul 2026

   Pender Podcast PM Series - Pender Credit Opportunities Fund - The Story So Far

   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 edge.

Who has been a guest on PenderFund

Names identified in recent episode analyses. Showing up to five guests.

• Greg Taylor
• Sébastien Davies
• David Barr
• Mark Norman
• Amar Pandya

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

1 ratings

Spotify

5.0 / 5

5 ratings

Contact PenderFund

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

Shows with a similar audience

• 

  Planet MicroCap Podcast | MicroCap Investing Strategies

• 

  The Acquirers Podcast

• 

  MicroCapClub

• 

  Value Hive Podcast

• 

  The 100 Year Thinkers: Long-Term Compounding in a Short-Term World

• 

  Yet Another Value Podcast

Questions about PenderFund