• Our goal is to protect and grow wealth for our investors over time

    We have a talented investment team of expert analysts, security selectors and independent thinkers who actively manage a suite of differentiated investment funds, exploiting inefficient parts of the investing universe to achieve our goal.

Articles

Mergers and Acquisitions in 2024: Headwinds to Tailwinds?

As published in CFA Institute Enterprising Investor on February 12, 2024 Global M&A plunged to a decade low last year, with $2.9 trillion in deal value announced, a 17% decline from the prior year. Dealmakers […]
Articles
Commentaries

Commentaries

Alternative Arbitrage Fund – January 2023

HighlightsAfter a positive end to 2023 which saw several key deals held by the Fund close, January had muted activity due to seasonality. The Fund initiated positions in 15 new merger deals. Six deals held within the Fund closed. There are signs of renewed interest in smaller cap companies.De…

Podcasts

Profiles in Credit – The Annual Sit Down – Geoff Castle and Callum Thomas

In this episode Geoff Castle, Lead Portfolio Manager of Pender’s Fixed Income portfolios, hosts Callum Thomas, founder and head of research of Topdown Charts for their annual podcast.
Podcasts