Looking Ahead: The Vertex Managed Value Portfolio & Vertex Value Fund
On June 26th, John Thiessen and Noel Dattrino sat down with David Barr and Felix Narhi of PenderFund Capital Management to introduce Pender’s value-oriented, contrarian investment philosophy.
- An introduction to PenderFund Capital Management and why we selected them as portfolio advisor for the Vertex Value Fund and Vertex Managed Value Portfolio.
- David Barr and Felix Narhi explain their investment process.
- Taking a private equity approach to public markets.
- Learn the Pender Way – “Compounders” and “Close the discount” strategies.
- Looking Ahead: The Vertex Enhanced Income Fund
- Looking Ahead: The Vertex Managed Value Portfolio & Vertex Value Fund
- Webcast Live: Learn all about the new Alternative Mutual Funds.
- Webcast Live: Fourth Quarter Update & 2019 Outlook With John Thiessen
- Webcast Live: Fourth Quarter Update With Matt Wood
- The Six-Foot-Tall Man, Vertex Arbitrage Fund/Plus
- A Tale of Two Stories, Vertex Value Fund & Vertex Managed Value Portfolio
- It’s all about Rates… right? Vertex Enhanced Income Fund
- The Blindside of Moneyball Vertex Arbitrage Fund Plus
- February Investor Update
- Jan 1, 1970 @