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 […]
Join our online community and receive a monthly round up of new blog posts, commentaries, podcasts, media coverage and more.
