In the Money with Amber Kanwar

The Most Ignored Stocks in Canada — and Why That’s a Good Thing

9 snips
May 22, 2025
Guest
David Barr
David Barr, CEO of PenderFund and a small-cap investment expert since 2009, shares his insights into the overlooked world of small-cap stocks. He discusses how volatility can create hidden opportunities for patient investors and addresses the regulatory shifts impacting capital flow. David breaks down several companies, including Kraken Robotics and TerraVest, highlighting their growth potential. He emphasizes the need for thorough research and active management, making a strong case for investing in under-the-radar stocks.
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INSIGHT

Small Cap Investing Opportunity

  • Small cap investing demands finding businesses that can compound growth consistently at 15-30% annually.
  • The lack of current investor activity creates a unique opportunity for patient capital to unlock value.
ADVICE

Due Diligence in Small Caps

  • Deeply understand the business by engaging with management and customers to test product-market fit.
  • Assess margins, growth potential, and management’s ability to scale the company effectively.
ADVICE

Value of Founder-Led Companies

  • Invest in founder-led companies where value creation derives from the founder's product passion and early market fit.
  • Recognize that founders may struggle to scale beyond early stages but are vital at growth inception.
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