Articles by Aman Budhwar

Pender US Small/Mid Cap Equity Fund – March 2025

Written by Aman Budhwar

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 […]

April 15, 2025

Pender US Small/Mid Cap Equity Fund – January 2025

Written by Aman Budhwar

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. […]

February 14, 2025

Pender US Small/Mid Cap Equity Fund – December 2024

Written by Aman Budhwar

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 […]

January 20, 2025

Small/Mid Cap Dividend – Q1 2024

Written by Aman Budhwar

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 […]

April 11, 2024

Small/Mid Cap Dividend – Q4 2023

Written by Aman Budhwar

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 […]

January 12, 2024

Small/Mid Cap Dividend – Q3 2023

Written by Aman Budhwar

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 […]

October 11, 2023

Small/Mid Cap Dividend – Q2 2023

Written by Aman Budhwar

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 […]

July 10, 2023