At Pender, we believe that when women have the knowledge and confidence to take control of their financial futures, families, businesses and communities all benefit. This week, members of the Pender team attended the 2026 Her Wealth Financial Symposium: The Future is Female, hosted by Her Wealth Society at The Vancouver Club. The sold-out symposium […]
From infrastructure and energy to banks and resource companies, Pender CIO, Greg Taylor shares his perspective on which sectors could benefit most from Canada's latest investment push. Watch his discussion with Larysa Harapyn for the Financial Post: https://bit.ly/4d4A1my
The Pender Alternative Special Situations Fund returned 6.7%1 in August, compared to the S&P/TSX Composite, which rose 3.1% during the month. Fund Specific Updates Following a more challenging July, August marked a return to positive territory for the themes we most closely track, as well as several event-driven holdings contributing strongly to performance. In a […]
In August, the Fund returned 1.5%1, ahead of the Russell 2000, which declined -0.1%. 2026 has been a year where software has dominated headlines, from the SaaSpocalypse, to recovery, and back again, and August was no different. Software valuations continue to rebound off 52-week lows, although many of the names we follow have been caught […]
Identifying specific, evidence-backed catalysts that can unlock value In this episode of the Pender Podcast PM Series, host Laura Baker sits down with Amar Pandya, Portfolio Manager of the Pender Alternative Special Situations Fund, to unpack what makes special situations investing distinct from traditional stock picking. They discuss why market inefficiency persists in small and […]
Market Update One phrase that I feel is true more often than not is, “markets will do what makes the most people wrong." This August seems to have captured that phrase perfectly. During what is normally one of the quietest and most volatile parts of the calendar, anyone who stepped to the sidelines missed one […]
Market Update One phrase that I feel is true more often than not is, “markets will do what makes the most people wrong". This August seems to have captured that phrase perfectly. During what is normally one of the quietest and most volatile parts of the calendar, anyone who stepped to the sidelines missed one […]
Remember when August was a month to take a break and relax? Markets certainly disagreed with that idea … instead of long summer days of leisure, investors were met with volatility and broad-based doubt about what the fall season could hold. Portfolio weights are 42.7% US equities, 32.4% Canadian equities and 13.5% international equities. August […]
Dear Unitholders, The Pender Alternative Absolute Return Fund returned -0.3%1 in August, bringing year-to-date return to 1.5%. A sharp rebound in risk assets that started in late July fizzled out in the middle of the month. Low issuance and low engagement in a late summer market helped support both credit and equity markets. Developing macro headwinds […]
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