• 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

Like Taylor Swift’s career, small-cap stocks are set for a rebound

As published in the Financial Post on 9 March 2024. Taylor Swift just won her 14th Grammy award and the Eras Tour surpassed the $1 billion mark with over 4 million tickets sold across 60 […]
Articles
Commentaries

Commentaries

Alternative Absolute Return – February 2024

HighlightsCash and T-bill holdings have been reduced by about 20% of net asset value to improve portfolio yield. Additions to loan holdings, with current yields from mid-7% to mid-8%, include high quality businesses like Hilton Worldwide Holdings Inc. (NYSE: HLT) and Transdigm Group Inc. (NYSE…

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