VANCOUVER, B.C., February 6, 2026 - PenderFund Capital Management Ltd. (“Pender”) is pleased to announce that two of its funds were awarded a FundGrade A+ Award at the ‘Evening of Excellence’ ceremony in Toronto on February 5, 2026. The Pender Alternative Select Equity Fund and Pender Corporate Bond Fund were both winners. This is the […]
In a recent interview with Benefits and Pensions Monitor, Lead Portfolio Manager Geoff Castle shares why energy is standing out as one of the more compelling risk-reward opportunities heading into 2026. After years of underinvestment, depressed valuations, and limited investor attention, parts of the energy complex are offering asymmetric upside when viewed through credit and […]
Many consider the month of January as a good leading indicator of how the year will play out. Well, if this year is going to follow that pattern, we had better all buckle up, as it could be quite the ride. January finished with a whimper as markets fell on the last trading day to […]
Market Update Momentum is a wonderful thing, and that was seen in abundance in 2025, with global equity markets experiencing their third straight year of strong performance. Of course it wasn’t all smooth sailing, as we now know that nothing with the current leadership in Washington will be easy. That was made abundantly clear in […]
Dear Investors Thank you for your continued partnership in the Pender Credit Opportunities Fund. As of December 31st, 2025, the Fund was up 13.7%1 (net of all expenses and fees) for the year. Over the same period, the benchmark returned 7.3%. In this letter, we will review the key contributors and detractors and then share […]
Dear Unitholders, The Pender Alternative Absolute Return Fund returned 0.5%1 in December, bringing year to date returns to 2.2%. The bid for risk in late November continued into December with equity indices, excluding Nasdaq hitting new all-time highs. The high yield market produced another positive month with the ICE BofA Index seeing spreads compress by […]
VANCOUVER, B.C., January 22, 2026, (TSXV: PTF): Pender Growth Fund Inc. (the “Company” or “PTF”) is pleased to report that long-time holding General Fusion Inc. (“General Fusion”) has announced that it has entered into a definitive business combination agreement (the “Proposed Business Combination”) with Spring Valley Acquisition Corp. III (“SVAC”). Upon closing, the Proposed Business […]
VANCOUVER, B.C., January 21, 2026 - PenderFund Capital Management Ltd. (“Pender”) is pleased to announce that Teresa Lee, CFA, has joined Pender as Head of Equity Research and to work with David Barr on the Pender Global Small/Mid Cap Equity Fund. Teresa brings over 25 years of investment management experience to Pender. She began her […]
The Pender Partners Fund returned 2.1% in December, bringing YTD performance to +4.3%1. The Fund’s all-cap mandate provides flexibility to pursue mispriced opportunities across market segments and geographies. While broader market conditions appeared relatively stable, performance dispersion remained elevated, with returns driven by a narrow set of market leaders. In this environment, dispersion weighed on […]
"*" indicates required fields
