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    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

FP Answers: Is the 60/40 portfolio no longer viable? If so, what’s the new normal?

Question: Is the 60/40 asset mix over because of higher levels of correlation between stocks and bonds? What is the rationale for having an allocation to non-correlated assets or hedge-fund strategies in a long-term diversified […]
Articles
Commentaries

Commentaries

Strategic Growth and Income Fund – Q1 2024

” In finance textbooks, “risk” is defined as short-term volatility. In the real world, risk is earning low returns, which is often caused by trying to avoid short-term volatility.” – Morgan HouselHighlightsFund returned 7.1%, with notable contributions from direct equities and specialized Fun…

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