Strategic Growth and Income Fund – Featured
January 11, 2022
The Latest
Pender Strategic Growth and Income Fund – Q3 2024
"Luck is random, but the ability to capitalize on luck isn't necessarily random.” - Mari Kuraishi Highlights Fund returned 7.8%, with notable contributions from small cap equity and real-estate holdings First Fed reduction in borrowing costs since March 2020, increasing appetite for risk assets Added two new equities: Services provider Calian Group Ltd. and real estate company Howard Hughes Holdings Inc Allocation on look-through basis: Equity 58.0%, Fixed Income & Credit 31.8%, and Liquid Alternatives 8.1% Dear Unitholders, The Fund returned 7.8% in the third quarter of 2024[1], an exceptional result within the context of Global equity and credit markets.…
