Episode 34 – Equity – Small Cap Mania
February 6, 2020

Episode 34 – Equity – Small Cap Mania

David Barr welcomes PenderFund’s newest portfolio manager, Don Walker to the team to manage the Pender Small/Mid Cap Dividend Fund.

Subtitle: Covering the full spectrum of the small cap space.

In this episode, David Barr welcomes PenderFund’s newest portfolio manager, Don Walker to the team to manage the Pender Small/Mid Cap Dividend Fund. They discuss all things small cap Canada including the current environment and where they see opportunities right now, their differentiated approach to managing small cap equity as well as Don’s new fund.

Key Takeaways

[03:45] Dave and Don share details of the small cap company that initially brought them together years ago.
[07:30] Dave asks Don which industry sectors he gravitates towards.
[09:07] Don shares what was important to him when conceiving the Pender Small/ Mid Cap Dividend Fund, including the need to build some flexibility into the mandate.
[12:28] Dave asks Don to share how his approach to using cash differs from his own.
[16:04] Dave shares how he’s finding new ideas in his area of the small cap space.
[19:26] Don talks about the importance of meeting with management and discussions during his buy or sell decision making process.
[26:50] Dave and Don talk about similarities in their approach to portfolio position sizing.
[29:18] Dave closes by asking Don to share which book he’s currently reading.

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