Transat A.T. – Searching the Skies for a Catalyst

Written by Amar Pandya

Our investment in Transat A.T. represents a successful catalyst-driven close the discount (CTD) investment. As Canada’s third largest airline and one of the largest tourism companies in the world, Transat has had a long and […]

September 13, 2019

Why Pender?

Pender Investment Conference 2019 – Marking 10 Years of Investing the Right Way

Written by Amar Pandya

To mark 10 years since the launch of our mutual funds, Pender took its annual Investment Conference to a new level, with additional due diligence sessions and a keynote speaker. Culture First, everything else later […]

June 26, 2019

Managers Commentary – Q1 2019 – Amar Pandya & David Barr

Written by Amar Pandya

“Well that escalated quickly” Investors may be feeling symptoms of vertigo with the significant volatility exhibited by the market in the last couple quarters. As the headlines almost boastfully state, 2018 capped off the worst […]

June 12, 2019

Managers Commentary – Q4 2018 – Amar Pandya & David Barr

Written by Amar Pandya

A lost decade in the past could be a great setup for the future 2018 was a “terrible, horrible, no good, very bad” year for the S&P/TSX Composite Index which rung in the New Year […]

February 11, 2019

Manager’s Commentary – Q2 2018 – David Barr & Amar Pandya

Written by Amar Pandya

In my October 2017 commentary I talked about expanding Pender’s Circle of Competence and mentioned the addition of Amar Pandya to our team and how he brings additional depth to our mid and large cap […]

October 1, 2018

Growing Capital

Closing the Discount: Pender’s Approach to the Unloved Parts of the Energy Sector

Written by Amar Pandya

Our focus on identifying high quality businesses that generate strong returns on invested capital and have promising internal reinvestment opportunities generally results in our funds having little to no exposure in resource companies. That said, […]

July 18, 2018

Articles by Amar Pandya

Transat A.T. – Searching the Skies for a Catalyst

Pender Investment Conference 2019 – Marking 10 Years of Investing the Right Way

Managers Commentary – Q1 2019 – Amar Pandya & David Barr

Managers Commentary – Q4 2018 – Amar Pandya & David Barr

Manager’s Commentary – Q2 2018 – David Barr & Amar Pandya

Closing the Discount: Pender’s Approach to the Unloved Parts of the Energy Sector

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