Forward Thinking. Finding Value.

Why Pender

The Tide Goes Out Investing

Written by Investment Team

In extraordinary times, when markets are stressed the broad opportunity set widens. But from a psychological perspective, it sure doesn’t feel like an opportunity.“The tide goes out” in periods like the financial crisis of 2008-2009 […]

May 1, 2019
Just What the Doctor Ordered

Just What the Doctor Ordered

Written by Maria Pacella

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, […]

April 25, 2019
Growing Capital

How Do Catalysts Form?

Written by Investment Team

We have often talked about catalyst-driven investing, specifically in our blog post on Catalysts: Investing in “take-outs”. Another of the catalysts that can motivate a company to sell itself is prolonged stock price underperformance despite […]

February 21, 2019
Why Pender

A Weekend in Omaha

Written by Investment Team

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 […]

June 8, 2018
Protecting Capital

When to Consider Buying Megacaps

Written by Felix Narhi

Recently asked questions from the field: Does the recent drop of Facebook offer us an opportunity to add megacaps to our portfolios? If Washington decides to increase regulations on technology companies, would that impact megatech […]

March 29, 2018