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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: What does having a ‘moat’ mean in investing?

Question: In a fast-changing world of high-tech and geopolitical challenges, can you explain what having a “moat” means today? How can a small investor know if a company has a sustainable competitive advantage? — Cassandra […]
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