Investor Education

Who ordered take out?

How investors can benefit from merger arbitrage strategies

Merger arbitrage strategies are finally available to individual investors—and that’s a good thing because they can offer consistent positive returns, lower volatility and add diversification to an investment portfolio…

February 28, 2023

How investors can benefit from Pender’s small cap ecosystem

Small cap returns come from investing in the higher growth part of the cycle and from greater market inefficiencies

Pender has developed a circle of competence in understanding small-cap companies. We launched as a venture capital company investing in private and very small public companies which honed our expertise…

February 07, 2023

What is volatility?

How investors can benefit from volatility.

In the investing world, price volatility is defined by how far the price of a stock, bond, or other financial asset may deviate from its mean price within a given period. That is still the technical definition but over the past 30 years, the general understanding of volatility has changed…

January 09, 2023

Time in Market vs. Timing the Market

Protecting capital and growing wealth can benefit from long-term thinking.

The concept of market timing—the idea that successful investing decisions can be based on predicting future market movements—is as seductive as the Sirens of Greek mythology who ensnared sailors with the sweetness of their songs...

December 22, 2022

Liquid Alternative Strategies: Benefits for a Diversified Portfolio.

Alternative asset strategies are gaining popularity among investors. Here are some reasons why they could be included in a diversified portfolio.

The terms “alternative assets” or “alternative investment strategies” are...