Articles
Coiled Tight: Smaller Companies Are Primed for Outperformance
As Published in CFA Institute Enterprising Investor on 8 May 2024. In his keynote speech at the Ben Graham Centre’s 2024 Value Investing Conference in Toronto, Jason Zweig, a veteran columnist for The Wall Street Journal, […]
Commentaries
Fixed Income – April 2024
Highlights:Higher risk-free rates offset line-item strength in the portfolio. Positive performance in areas including cinemas helped our positions. We continue to look beyond a single macro idea to other options to generate returns.
We initiated positions in the convertible bonds of Revance Th…
Podcasts
Deploying Generative AI: Predictions, Surprises, Strategies and Shortages
Maria Pacella, Managing Partner of Pender Ventures gets an in-depth status report on Generative AI in this fascinating conversation with Duncan Stewart, Director of Technology, Media and Telecommunications (TMT) Research at Deloitte Canada.
Awards and Media
We have a passion for investing. This has been recognized with a number of awards and has also garnered interest from the media.
