In this episode of In the Money with Amber Kanwar, we explore the
often-overlooked world of small cap investing with David Barr,
CEO of PenderFund. A seasoned investor since 2009, David explains
why he remains committed to the space despite its volatility—and
why it could be a hidden opportunity for patient investors.
He unpacks the regulatory and structural shifts that have drained
capital from small caps, from tighter advisor rules to the rise
of private equity, and explains how this has created a contrarian
edge.
David also answers viewer questions on Thinkific (THNC),
DentalCorp (DNTL), MDA Space (MDA), and Tantalus Systems (GRID),
breaking down how each fits into his investment framework and
what the market may be missing.
And of course, no episode would be complete without David’s Pro
Picks — his top small cap stocks to watch right now. He
spotlights Kraken Robotics (PNG), a company that went from
treasure hunting tech to supplying sonar and underwater batteries
for military and energy sectors; Dye & Durham (DND), a legal
software firm caught in corporate drama but still generating
serious free cash flow; and TerraVest (TVK), an under-the-radar
industrial that’s grown into one of Canada’s best-performing
stocks — and may still have room to double again.
Whether you're a small cap believer or just looking for smart
investing ideas off the beaten path, this episode is packed with
insights and analysis.
Timestamps
00:00 Show intro
01:50 Amber & David Barr discuss the challenging environment
for small-caps
03:25 What’s the secret sauce of small-cap investing?
07:20 Why is the small-cap sector so starved?
10:00 Is there opportunity because there are so few small-cap
investors? Is volatility opportunity?
12:30 Why David thinks small-cap investors have to understand the
macro because it drives volatility
13:25 ITM Mailbag: What is Thinkific (THNC) in five years? Is it
a scalable platform or a niche software business?
18:30 Will we see a round of IPOs? What’s in the pipeline?
19:20 What is David’s point of view on Lumine Group
(LMN-TSX.V)?
21:45 What are David’s thoughts on Tantalus Systems
(GRID-TSX)?
25:30 Does David traffic in quantum stocks?
27:05 David’s thoughts on aerospace company MDA Space
(MDA-TSX)
29:10 Does David like dentalcorp (DNTL-TSX)?
31:30 David’s thoughts on goeasy (GSY-TSX)
33:40 David’s Pro Picks
44:30 Goodbye & coming up
Sponsors
This episode is sponsored by BMO InvestorLine. Learn how you can
earn up to $3,500 cash back when you open a new account at
bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16
For over 25 years, Raymond James has been helping Canadians
achieve their financial goals. Visit https://raymondjames.ca
today to discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. With $62 billion in
assets, ATB Financial is powering possibilities for more than
820,000 financial services clients in Alberta and beyond. Visit
https://ATB.com/inthemoney for more information
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In the Money delivers expert stock picks, market analysis, and
timely investing insights. Hosted by business journalist Amber
Kanwar, each episode features interviews with top portfolio
managers and financial experts. Covering everything from ETFs and
Canadian stocks to global investing trends, dividend strategies,
and risk management, this show is made for DIY investors, stock
market enthusiasts, and anyone looking to sharpen their financial
strategy.
Contact: questions@inthemoneypod.com
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