Investment Strategy and Current Opportunity Why is the current opportunity set attractive? AMAN BUDHWAR: The US small- and mid-cap universe offers a uniquely attractive opportunity today due to its scale, diversification, and exposure to powerful long-term growth themes. Many investors are surprised to learn that the US small- and mid-cap market alone is larger […]
As published in Canadian Family Offices. Investing in stressed and distressed companies can offer a chance to reap high returns. The idea of investing in distressed credit markets may sound daunting—it requires expertise in evaluating companies whose balance sheets are at risk. But some funds, such as the Pender Credit Opportunities Fund, see opportunities where others see trouble. […]
Pender's 12 Days of Holiday Inspiration is back! Discover your next read or listen with our guide to the best books and podcasts to enjoy this holiday season. From technology reshaping today’s economic and investment landscape to overcoming obstacles, our Investment Team has shared their best recommendations to inspire you. Aman Budhwar Laura Baker Eric […]
Geoff Castle has been managing the Pender Corporate Bond Fund since September 2015, delivering an incredible track record over 10 years. He and his team adhere to a proven investment strategy that has weathered a series of market cycles and, with a flexible mandate, a wide investment universe and an emphasis on active credit selection, they always find pockets of opportunity to pivot […]
As published in Canadian Family Offices. Investing in stressed and distressed credit is a significant asset class in the U.S., but still largely unknown to family offices in Canada. PenderFund Capital Management, a pioneer of looking into inefficient parts of the market, is changing that with its Pender Credit Opportunities fund. President Donald Trump’s ongoing […]
The Pender Hot List is back! Discover your next read and listen with our guide to the best books and podcasts to enjoy this summer. From technology reshaping today's economic and investment landscape to overcoming obstacles, our Investment Team has shared their recommendations to inspire you. Aman Budhwar Sharon Wang Isaac Souweine Tracy Tidy Felix […]
As published in the Finance et Investissement/Conseiller.ca December 16, 2024 (In French) Winds of change are in the air. Years of rising interest rates to tame the inflation beast are slowly reversing as central banks loosen monetary policy. Recession fears are receding as the “hard landing” narrative has given way to the “soft or no […]
As published in the Institutional Investor on November 22, 2024 Warren Buffett said that he and the late Charlie Munger, “prefer a lumpy 15 percent to a smooth 12 percent return.” But not every investor is, or can be, a Buffett. On the contrary, many retail — and many institutional — investors are highly sensitive […]
As published in the Conseiller on October 14, 2024 (In French) The efficient market hypothesis states that share prices reflect fair market value. Since everyone has access to the same publicly available information, every known and relevant piece of data is already baked in and reflected in the current price. By this reasoning, there can […]
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