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.

Highlights Include:

  • 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.

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