Pender’s goal is to protect and grow wealth for our investors over time. To achieve this, we seek to understand the quality of a business or security; obtain more value than we are paying for; deploy capital in flexible mandates and mitigate downside risk. Take a journey through our equity investment process to find out how we generate ideas, analyse securities, construct and manage our portfolios.
Our stock selection and performance cannot be achieved by anything other than a rigorous research process and active portfolio management. We consider each investment from the perspective of a business owner, undertaking deep fundamental analysis before an investment, monitoring our investment thesis during ownership and making disciplined portfolio optimization and sell decisions based on our ongoing due diligence.