• 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

Love Story: Canadian small caps are trending higher

As published in Conseiller (in French) on 15 July, 2024. The investing adage that returns are greatest where capital is most scarce applies well to small cap stocks. These firms, often founder-led or family-owned, tend […]
Articles
Commentaries

Commentaries

Pender Strategic Growth and Income Fund – Q2 2024

“The only difference between a salad and garbage is timing.”– Andrew Lo, MIT ProfessorHighlightsThe Fund returned 1.4% in the second quarter of 2024, with notable contributions from Pender Corporate Bond Fund (fixed income) and Pender Small Cap Opportunities Fund (small caps). Modest defen…

Podcasts

Distressed Credit Markets: An Inside Look

A unique value proposition – what we do and what we don’t do
Podcasts