The 12 Days of Holiday Reading
Welcome to the 12 Days of Holiday Reading, Pender’s recommended book list for the holidays. A new book will be revealed each day from December 7 to December 18, 2021. Check in with us each […]
December 7, 2021
Forward Thinking. Finding Value.
The Commercialization of Space – Part 2
I’m not the man they think I am at home…I’m a rocket man. It’s been an exciting summer in the race for human space exploration, with Richard Branson and Jeff Bezos successfully completing suborbital space […]
August 19, 2021
Invest like an Olympian: Part II
At Pender, we have been looking at the techniques, lessons, and values from the Tokyo Olympic Games that could help investors win with their investment strategies. Canadian women dominated this year’s Olympic Games. At every […]
August 10, 2021
Invest like an Olympian: Part I
The Tokyo Olympic Games are in full swing, and all eyes are on the athletes competing at the very top of their game. At Pender, we have been looking at the techniques, lessons, and […]
August 6, 2021
Pender’s Summer Holiday Reading List – June 2021
The Pender Investment Team shares what’s on their summer reading list for 2021. Topics include Gene Editing, Global Themes, Investing, Mental Models, Small Business Mindset & Special Situations.
June 30, 2021
The Impact of Diversity, Equity and Inclusion on Corporate Performance
There is a growing body of evidence to suggest that companies that focus on Diversity, Equity and Inclusion (DEI) tend to financially outperform, and be more innovative, than their peers. According to research by Boston […]
April 19, 2021
The Tailwinds to Many of Pender’s Equity Strategies are Secular
Pender’s equity funds have been performing strongly of late. We believe there are some commonalities to our strategies which relate to the “forward thinking” part of our company slogan. We don’t own Enbridge… Or TransCanada […]
February 17, 2021
Always Be Ready: Four Tips for Startup Exits
At a recent Vancouver Entrepreneurs’ Forum (VEF) panel on mergers and acquisitions (M&A), a key message from company leaders who had recently sold their tech companies begs repeating: Always Be Ready. Despite a very tumultuous […]
February 3, 2021
Pender’s Holiday Reading List – December 2020
Investing Philosophy, Process & Best Practice Geoff Castle – The Deficit Myth: Modern Monetary Theory and the Birth of the People’s Economy, by Stephanie Kelton Emily Wheeler – Principles For Navigating Big Debt Crises, by […]
December 7, 2020
The Commercialization of Space – Part 1
November 15, 2020 marked a historical milestone with the successful launch of the SpaceX Crew-1 Mission, transporting four astronauts aboard the Crew Dragon Resilience over 400km into orbit on a twenty-seven hour voyage to the […]
November 24, 2020
Announcing the launch of Pender Ventures…
I am so pleased to announce the formal launch of Pender Ventures and the official close of our latest fund! It has been quite the journey for me personally. From working at big banks to […]
November 12, 2020
The 80’s Oilers or Jacques Lemaire? Finding the Right Balance
While we are looking forward to the resumption of the NHL season if it’s done in a safe way, the suspension of the NHL in March meant finding a way to satisfy my 7-year old […]
July 29, 2020
Navigating Distressed Debt Markets
The COVID-19 pandemic and resulting global shutdown of major parts of the economy, many of which remain closed, have created considerable distress in credit markets. By late March, the amount of US distressed debt had […]
July 24, 2020
Pender’s Summer Holiday Reading List – June 2020
Building a Business Felix Narhi – The Innovation Stack: Building an Unbeatable Business One Crazy Idea at a Time, Jim McKelvey Tony Rautava – The Hard Thing About Hard Things: Building a Business When There […]
June 25, 2020
Evaluating Opportunities in a Period of Disruption
The investment world changed dramatically in March. Stable, well run businesses seemingly became impaired in the blink of an eye. When the economy shut down, we immediately devoted a lot of time evaluating balance sheet […]
June 20, 2020
The Transformation of Healthcare: Is telehealth a bellwether of changes to come?
There is little doubt that COVID19 will be considered one of the biggest catastrophic events of this century. I can’t help but reflect on what good can come of this in terms of how we […]
May 20, 2020
Investing During Uncertain Times: What is Pender Doing?
When the facts change, we change our minds The nature of most human activity is that the facts involved tend to change, but often not as abruptly, and rarely on such a wide scale as […]
April 2, 2020
Investing During Uncertain Times: Positioning for the Recovery
How the portfolio is positioned to capture potential gains We believe the world will be a very different place on the other side of the global health crisis and associated financial crisis. We know that […]
April 2, 2020
Investing During Uncertain Times: Assessing the Trinity of Risk
Assessing the trinity of risk is a key pillar of Pender’s investment strategy at all times, but during a financial crisis, when the risks increase, it becomes more crucial than ever to double and triple […]
April 2, 2020
Four Potential Investment Strategies in a Stock Market Correction
Investors had largely ignored COVID-19 for over a month, but now emotions have started to get the better of cooler heads, and markets have reacted. Extreme fear has taken over. Unfortunately, emotional trading can quickly […]
March 5, 2020
The 12 Days of Investing
Day 1 – Margin of Safety Benjamin Graham, believed by many to be the father of value investing, wrote in his book The Intelligent Investor, “Confronted with [the] challenge to distill the secret of sound […]
December 9, 2019
