• 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

Managing Manic Mr. Market With Merger Arbitrage Strategies

As published in Conseiller on 29 May 2023. The torrid pace of global M&A appears to be playing catch up, especially in the mega cap universe where we have seen elevated regulatory scrutiny on high profile deals […]
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Articles
Commentaries

Commentary

Alternative Absolute Return – May 2023

HIGHLIGHTS With improved valuations, the Fund added to long credit positions, while also topping up short positions in equity index ETFs. We believe that the divergence between credit and equities, which has been widening since March, will eventually mean revert, as credit conditions are typicall…
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Podcasts

Profiles in Credit – Sabrina Fox

In this episode, Geoff Castle and Parul Garg host Sabrina Fox, Founder of Fox Legal Training.
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Podcasts

INVESTMENT TEAM

Portfolio Managers

David Barr, CFA

CEO and Portfolio Manager

Felix Narhi, CFA

Chief Investment Officer and Portfolio Manager

Geoff Castle

Lead Portfolio Manager of Pender’s Fixed Income Portfolios

Emily Wheeler, CFA

Portfolio Manager

Amar Pandya, CFA

Portfolio Manager

Justin Jacobsen, CFA

Portfolio Manager

Parul Garg

Associate Portfolio Manager

Aman Budhwar, CFA

Associate Portfolio Manager

Awards and Media

We have a passion for investing. This has been recognized with a number of awards and has also garnered interest from the media.

Globe & Mail
BNN Bloomberg
Financial Post
Fund Grade A+ 2019

Brochure

Here’s the whole Pender story.

Pricing

Pricing

Funds are priced on a daily or a weekly basis.

About

Pender aims to protect and grow wealth for our investors over time.

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