Why the next big tech name could come from the healthcare sector Important Information: Pender Technology Inflection Fund I Limited Partnership managed by PenderFund Capital Management Ltd. (“Pender”) holds an investment in Clarius Mobile Health, […]
June 13, 2019 – Spanish Ballroom, Rosewood Hotel Georgia, Vancouver June 14, 2019 – PenderFund Offices, 1066 W Hastings St, Vancouver To mark the 10 year anniversary of the launch of our mutual fund business, Pender […]
We have often talked about catalyst-driven investing, specifically in our blog post on “The art and science of investing in the next “take-out” target”. Another of the catalysts that can motivate a company to sell […]
The Pender Small Cap Opportunities Fund has been reopened. Classes B and G are now available to all investors for a limited time. So why is it a good time to reopen the Fund? Portfolio […]
It was not a great start to the new year. During the first week of the year, Apple cut its guidance and blamed it on the slow down in China. Given recent headlines, we felt […]
David Barr I’m looking forward to reading three books this holiday season. Two relate to decision making, while the third has contributed to my never-ending quest to keep myself organized and it’s time for a […]
At Pender, we see three sources of potential competitive advantage for investors today, analytical, behavioural and organisational, or cultural. In our day to day, we spend a large percentage of our research time trying to […]
Something to tell your grandkids about one day…It’s official: The S&P500 is now in the longest bull run in history. Of note, the S&P500 is also in one of the oldest bull markets globally. Virtually […]
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, […]
The Pender Investment Process 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 […]
David Barr One of the things I love about the summer is that you get away from the office and have the chance to reflect. I can think about our investment process and I have […]
Don’t just do something, stand there. Like many investors, we are always looking for insights into how we might improve our outcomes over time. By taking a multi-disciplinary approach and “thinking outside the box”, we […]
It is phenomenal to think about the evolution of the Berkshire Hathaway (BRK) annual meeting over the years. Fifty three years ago the first Berkshire Hathaway annual meeting was held in a lunch room for […]
Recently asked questions from the field: Does the recent drop of Facebook offer us an opportunity to add a megacap name to our portfolios? If Washington decides to increase regulations on technology companies, would that […]
“I ask everybody not to think in two to three-year time frames, but to think in five to seven-year time frames.” – Jeff Bezos Amazon is a remarkable enterprise that was built in part on […]
