Felix Narhi, CFA, is the portfolio manager of the Pender Strategic Growth and Income Fund, alongside co-manager, Geoff Castle, lead portfolio manager, Fixed Income. Narhi was Pender’s CIO for 10 years and in June 2024 stepped back to focus on investment management. In November 2023, the Pender Strategic Growth and Income Fund received industry recognition with a LSEG Lipper Fund Award for strong, long-term, risk-adjusted returns. Prior to joining Pender in July 2013, Narhi was director and senior equity analyst at an independent and value-oriented investment firm in Vancouver where he primarily invested in US equity in a concentrated portfolio that outpaced North American benchmarks since inception in 1994. He holds a bachelor of commerce degree from the University of British Columbia. He earned his Chartered Financial Analyst designation in 2003 and is a member of CFA Vancouver.
Confidence is a necessary but insufficient factor in long-term investing success. Raising the metaknowledge quotient of the investment team can help protect against the surprises that lurk in left-tail events and remain unknown, until they’re known.
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