Pender’s Equity Investment Process
Pender’s goal is to protect and grow wealth for our investors over time. To achieve this, we seek to understand the quality of a business or security; obtain more value than we are paying for; deploy capital in flexible mandates and mitigate downside risk. Take a journey through our equity investment process to find out how we generate our ideas and how we analyse securities. Gain an insight into some of the filters we use when constructing portfolios and ultimately how we manage those portfolios.