The Pender Corporate Bond Fund had a drawdown of -1.3%1 in September within the context of an aggressive rise in benchmark yields in every major market. Duration-sensitive bonds, which do not form a particularly large portion of the portfolio, experienced significant price declines. Our holding in the longer dated 2052 US TIPS was down over […]
Dear Unitholders, The Pender Alternative Arbitrage Fund and the Pender Alternative Arbitrage Plus Fund were 0.5%1 in August 2026 while the HFRI ED: Merger Arbitrage Index (USD) returned 1.9%2. M&A Market Update Global M&A activity continued its strong recovery through August, with approximately $2.1 trillion of deal value announced during the first eight months of […]
At Pender, we believe that when women have the knowledge and confidence to take control of their financial futures, families, businesses and communities all benefit. This week, members of the Pender team attended the 2026 Her Wealth Financial Symposium: The Future is Female, hosted by Her Wealth Society at The Vancouver Club. The sold-out symposium […]
From infrastructure and energy to banks and resource companies, Pender CIO, Greg Taylor shares his perspective on which sectors could benefit most from Canada's latest investment push. Watch his discussion with Larysa Harapyn for the Financial Post: https://bit.ly/4d4A1my
The Pender Alternative Special Situations Fund returned 6.7%1 in August, compared to the S&P/TSX Composite, which rose 3.1% during the month. Fund Specific Updates Following a more challenging July, August marked a return to positive territory for the themes we most closely track, as well as several event-driven holdings contributing strongly to performance. In a […]
In August, the Fund returned 1.5%1, ahead of the Russell 2000, which declined -0.1%. 2026 has been a year where software has dominated headlines, from the SaaSpocalypse, to recovery, and back again, and August was no different. Software valuations continue to rebound off 52-week lows, although many of the names we follow have been caught […]
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