As an owner of a mutual fund that makes distributions, you are entitled to receive these payments. As an informed investor, it is a good idea to understand why and how mutual these fund distributions work.

November 30, 2023

The traditional balanced investment portfolio, typically composed of 60 per cent equities and 40 per cent bonds, is deemed to be the goldilocks of asset allocations—neither too hot, nor too cold but just right for the average investor.

November 09, 2023

Capital allocation is the most fundamental responsibility of senior management.  A company flush with cash has several options when it comes to deploying capital. It can return some of it to stakeholders through stock buybacks, raising dividends or reducing debt…

August 08, 2023

High-net-worth investors seek strategies to protect and grow wealth in a tax-efficient manner. Pender Alternative Arbitrage Fund aims to generate positive and sustainable returns with low volatility. The Fund offers superior tax efficiency because most of the returns are taxed more favourably as capital gains, not income or dividends.…

April 18, 2023

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

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