Highlights The US consumer is increasingly under pressure from a combination of higher inflation and lower job opportunities. While the market is fixated on a potential Fed rate cut, we have positioned the portfolio to […]
Highlights Modine Manufacturing Company (MOD) and Rambus Inc. (RMBS) were top contributors while Molina Healthcare Inc. (MOH) was a top detractor to performance in the month of July 2025. The S&P MidCap 400 Index posted […]
Highlights Jabil Inc. (JBL) and Fluor Corporation (FLR) were top contributors while Euronet Worldwide Inc. (EEFT) was top detractor to performance in the month of June. Initiated a new position in Deckers Outdoor Corporation (DECK) […]
Highlights DigitalBridge Group Inc. (DBRG) and Fluor Corporation (FLR) were top contributors while Fidelity National Financial Inc. (FNF) was a top detractor to performance. Initiated a new position in Modine Manufacturing Company (MOD) Download the […]
Highlights Verisign, Inc. (VRSN) and Dollar Tree, Inc. (DLTR) were top contributors while Tidewater Inc (TDW) was top detractor to performance. Initiated a new position in Addus HomeCare Corporation (ADUS). Download the PDF. The S&P […]
Highlights Molina Healthcare, Inc. (MOH) and Antero Resources Corporation (AR) were top contributors while DigitalBridge Group, Inc. (DBRG) was a top detractor to performance. Initiated new position in Mercury General Corporation (MCY) and The Cooper […]
Highlights Brookfield Business Partners (NYSE: BBU) and Fidelity National Financial, Inc. (NYSE: FNF) were top contributors while Fluor Corporation (NYSE: FLR) was once again a detractor to performance. Initiated a new position in Euronet Worldwide, […]
Highlights Genpact Ltd. (NYSE: G) and Webster Financial Corporation (NYSE: WBS) were top contributors while Harmonic Inc. (Nasdaq: HLIT) and Fluor Corporation (NYSE: FLR) were detractors to performance. Initiated a new position in Tidewater, Inc. […]
Highlights Positive contributors to the Fund included Jabil Inc. (NYSE: JBL) and Antero Resources Corporation (NYSE: AR). Detractors to performance this month included Fluor Corporation (NYSE: FLR) and M/I Homes, Inc. (NYSE: MHO) . The […]
We Are Live! This is a great time to be launching the Pender US Small/Mid Cap Equity Fund. The historical premium small- and mid-cap stocks traded at relative to large caps has turned into a […]
As published in The Globe and Mail on September 26, 2024 (for subscribers only). Use low sentiment to your advantage Rush hour traffic is no one’s idea of fun. Studies show idling on crowded roads […]
Highlights The Pender Small Mid Cap Dividend Fund outperformed its benchmark with a posted total return of 9.6% for the quarter ended March. Strong contributors included Aecon Group Inc., Total Energy Services Inc., and Adentra […]
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 […]
Highlights Top contributors to the Fund were Computer Modeling Group Ltd. (TSX: CMG), a technology company in the oil and gas industry and Aecon Group Inc. (TSX: ARE), which provides construction and infrastructure development services […]
As seen in Financial Post: FP Answers on November 24, 2023 Q:What role do dividends play in a balanced portfolio? What are some dividend-investing approaches or strategies? And is there ever a time when dividend investing doesn’t make sense […]
Highlights The top contributors included Computer Modeling Group, Saturn Oil & Gas, Spartan Delta, and NFI Group. Among the detractors were Chorus Aviation, and Trisura Group, despite posting strong quarterly earnings. The Fund took advantage […]
As seen in Financial Post: FP Answers on September 29, 2023 Q: After a couple of lucky small cap stock picks, I’m becoming more interested in adding small cap stocks to my portfolio. Small cap […]
As seen in Financial Post on September 17, 2023 Climate resilience has emerged as a key theme shaping government policies and transforming markets. A recent report by BlackRock Investment Institute estimates extreme weather — the fires, hurricanes, […]
Highlights The Fund ended the quarter with total returns of 2.1%[1], outperforming the S&P TSX Composite Index total return of 1.1% and the S&P TSX Small Cap Index total return of -3.8%. The Fund added […]
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