Forward Thinking. Finding Value.

Book Reviews

Investing like Ted Williams

Written by David Barr

Ted Williams played major league baseball for the Boston Red Sox for 19 years between 1939 and 1960 and went on to manage the Washington Senators and the Texas Rangers. Nicknamed “The Greatest Hitter Who […]

November 20, 2014
Events

Pender Investment Ideas Lunch 2014 – Notes

Written by PenderFund

Download PDF Pender has just held its annual Investment Ideas Lunch. We invited three of the companies held in our funds to present to an audience of advisors and investment professionals. The companies represented a […]

June 17, 2014
Forward Thinking

Opportunistic

Written by PenderFund

Being opportunistic in the world of finance is generally associated with an aggressive strategy to make money by taking advantage of something that is undervalued, vulnerable or depressed. Property, securities or companies are targeted, bought, […]

March 18, 2014
Forward Thinking

Special Situation

Written by PenderFund

In finance a security that is labelled a “special situation” is generally undergoing a perceived value changing event such as a restructuring, merger or acquisition and even bankruptcy proceedings. The situation could have positive or […]

March 18, 2014
Why Pender

Circle of Competence

Written by PenderFund

Warren Buffett and Charlie Munger said it best when they recommended that investors stay within their “Circle of Competence”. Your circle of competence is the knowledge base you have developed, over and above the average […]

March 18, 2014
Forward Thinking

Predictive Attributes

Written by PenderFund

The phrase “predictive attributes” has been coined to describe a set of characteristics that a company may have that tip the odds in favour of potential outperformance. Some attributes that we believe are potentially predictive […]

March 18, 2014