Forward Thinking. Finding Value.

Growing Capital

Active Share

Written by PenderFund

Active share is a relatively new calculation1 and provides a measurement of whether or not a portfolio “hugs” an index or not, which is an indication of how actively a portfolio is being managed. An […]

February 27, 2015
Why Pender

Best Ideas

Written by PenderFund

We often call the holdings in our funds our “best ideas”. This may seem obvious – why invest in anything else? The distinction is this. While we have lots of potential investment ideas, Pender manages […]

February 20, 2015
Forward Thinking

Too Hard Pile

Written by PenderFund

The “too hard pile” is a phrase we first heard coined by Charlie Munger, Berkshire Hathaway, “At Berkshire we have three buckets: yes, no and too hard.” In order to find potential investments for our […]

February 20, 2015
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