{"id":72759,"date":"2026-03-10T15:45:49","date_gmt":"2026-03-10T22:45:49","guid":{"rendered":"https:\/\/penderfund.com\/?post_type=podcasts&#038;p=72759"},"modified":"2026-04-23T12:43:39","modified_gmt":"2026-04-23T19:43:39","slug":"small-caps-ai-and-software-opportunity","status":"publish","type":"podcasts","link":"https:\/\/penderfund.com\/fr\/podcasts\/small-caps-ai-and-software-opportunity\/","title":{"rendered":"Small Caps, AI, and Software Opportunity"},"content":{"rendered":"<p>Valuation dispersion, software pessimism, and shifting capital flows may be setting the stage for a new cycle in small-cap investing.<\/p>\n<p>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\u2019s uncertainty may present one of the more compelling entry points in years for active investors.<\/p>","protected":false},"featured_media":73365,"template":"","meta":{"_acf_changed":false},"fund-type":[],"topics":[183],"class_list":["post-72759","podcasts","type-podcasts","status-publish","has-post-thumbnail","hentry","topics-pender-podcast"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Small Caps, AI, and Software Opportunity - PenderFund Capital Management<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/penderfund.com\/fr\/podcasts\/small-caps-ai-and-software-opportunity\/\" \/>\n<meta property=\"og:locale\" content=\"fr_CA\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Small Caps, AI, and Software Opportunity\" \/>\n<meta property=\"og:description\" content=\"Valuation dispersion, software pessimism, and shifting capital flows may be setting the stage for a new cycle in small-cap investing. 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