Strategic Growth and Income Fund – Featured

January 11, 2022
Written by Evan Warburton

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Strategic Growth and Income Fund – Q4 2023

"The main reason investors struggle with how to react to bad news is that they really haven't figured out why they own the stocks they own." - Bill Nygren Highlights Solid quarter caps off positive year for both relative and absolute performance. At year-end, equity exposure was approximately 58.3%, fixed income and credit at 34.3% while liquid alternatives were at 7.1%. The Fund received industry recognition with 2023 LSEG Lipper Fund Award for long-term, risk-adjusted returns. Dear Unitholders, The Pender Strategic Growth & Income Fund (PSGIF) returned 7.7% in the fourth quarter of 2023, modestly outperforming its category[1]. Calendar year…

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