Building Resilient Portfolios and Managing risk Through Market Cycles

In this episode, Laura Baker, Associate Client Portfolio Manager and Greg Taylor, CIO and Portfolio Manager, explore approaches to active investing, risk management, and generating returns in increasingly concentrated and volatile markets. From lessons in the dot-com era to today's AI-driven environment, he breaks down how thematic investing, downside protection, and disciplined execution can help investors navigate uncertainty and outperform over time.

Artificial intelligence, productivity, and the next capital cycle

In this episode, Laura Baker, Associate Client Portfolio Manager, spoke with Toufic Boubez, Venture Partner at Pender Ventures, where they explored how artificial intelligence is reshaping business models, productivity, and capital cycles, while challenging traditional notions of work, learning, and competitive advantage. The podcast examines where real value is being created, what risks could derail the AI boom, and how humans will continue to play a critical role alongside increasingly capable machines.

Exploring how tokenization is reshaping ownership and financial infrastructure

In this episode, we discuss an important, and yet misunderstood idea at the intersection of technology and finance: tokenization.
While much of the conversation around digital assets has focused on cryptocurrency, tokenization is fundamentally about the evolution of ownership and the evolution of financial infrastructure. To unpack these questions, Laura Baker, Associate Client Portfolio Manager, is joined by Sébastien Davies, Partner at Primal Capital, focused on early-stage financial and digital asset infrastructure. Drawing on his background in institutional capital markets and digital asset platforms, Sébastien discusses how tokenization is moving from experimentation toward real-world adoption, and what that could mean for investors, institutions, and the future of markets.

Valuation dispersion, software pessimism, and shifting capital flows may be setting the stage for a new cycle in small-cap investing.

In this episode, Associate Client Portfolio Manager, Laura Baker speaks with CEO and Portfolio Manager, David Barr about small caps, the reset in software valuations, and how AI is reshaping both risk and opportunity. The conversation explores private market value, capital efficiency, and why today's uncertainty may present one of the more compelling entry points in years for active investors.

Defense Strategy, Global Tension & Investor Implications

In this episode of the Pender Podcast, Laura Baker, Associate Client Portfolio Manager, is joined by Retired Vice Admiral Mark Norman to discuss Canada's evolving defense landscape and why it matters in today's geopolitical and investment environment. Drawing on decades of military leadership and policy experience, the conversation explores defense readiness, procurement challenges, Arctic security, and the growing intersection between national security, technology, and capital markets.

Navigating Macro Uncertainty, Thematics, and Standout Performers

In this episode, Laura Baker, Associate Client Portfolio Manager, is joined by Amar Pandya, Portfolio Manager, and Ruben Gomez Garcia, Equity Analyst, to break down the major themes, trends, and standout moments from Q3 2025 across Pender's small/mid cap portfolios. The team discusses resilience in the face of macro uncertainty, key thematics driving performance, and highlights several companies that delivered exceptional results.

Inside the fund's first year: lessons, opportunity sets, and 2026 themes

Celebrating one year of the Pender US Small/Mid Cap Equity Fund.
In this episode, Laura Baker sits down with Aman Budhwar to reflect on the Fund's first year, the investment framework behind its early consistency, and how Aman is navigating opportunity and risk across the US small/mid cap space. They discuss AI-driven themes, sector diversification, portfolio construction discipline, and opportunities looking into 2026.

Re-acceleration, rotations, and macro turning points.

In this annual conversation, Geoff Castle, Lead Portfolio Manager, Fixed Income sits down with Callum Thomas, Head of Research at Topdown Charts to look back on last year's big macro calls, then look ahead to 2026. They cover the case for a global growth re-acceleration, why bonds might still offer better value than equities, what Japan's long bond is signalling, and how to think about commodities, currencies and private credit risk in a world of shifting cycles.