News Type: Wealth Professional

“While keeping our eye on the long term, we are gearing up so our funds can take advantage if volatility does rear its ugly head. Volatility is just like the ugly duckling, short term it’s […]

“What we offer is exposure to companies that the average investor wouldn’t otherwise see. It could be that one of these could be the next Google or Amazon. It’s going to be a low ratio […]

“We are happy to see that our funds have rebounded nicely from the troughs in March, but we are fully aware that the global economy is not out of the woods yet and there are […]

Geoff Castle spoke with James Burton from Wealth Professional about Royal Banks recent AT1 issue and offered his viewpoints on the situation. “The situation to us seems analogous to a case where two nearby lakes exist […]

“We believe that many of the indicators we follow continue to signal that distressed credit markets are trading at an attractive entry point,” Amar Pandya, senior investment analyst and associate portfolio manager spoke to James […]

“While it’s exciting to think about how the world has changed, as suggested by Jeff Bezos, sometimes it’s better to focus on what’s not going to change in the next 10 years by looking at […]

“We read things. We know many experts are warning about an inevitable second wave of the virus and they also suggest markets may retest levels touched earlier this year…. But we are also traders” Geoff […]

“What we’re trying to do here is really high-grade our portfolios and make sure we own really good companies. So, when we get to the other side of this volatile period, we’re owning great companies […]

“”Our diversity makes us such a strong business,” said Maria Pacella, portfolio manager & senior VP, private equity. She values the gender balance at PenderFund, having worked in some male-dominated firms earlier in her career…” […]

“There are a lot of clouds in China but there were a lot of clouds in North America in 2008-09 and that was not the time to be worried about the clouds because the sun […]

“Warren Buffet’s ability to refine his investment approach has inspired the men behind the Pender Value Fund, which is marking its five-year anniversary. David Barr, president and portfolio manager, and Felix Narhi, chief investment officer […]

“Rather than getting bogged down by historic measurements, the key to investing is to treat every day as the top of the first innings.” James Burton from Wealth Professional covers topics from Geoff Castle’s recent […]

“An attractive small-cap company is in the early innings of a big market, which points to a better chance of getting a “really long-term, wonderful growth rate”.” David Barr talks to James Burton at Wealth […]

“Price‐to-value considerations are an important part of our investment process – we will buy a stock when we believe we will obtain more intrinsic value than we are paying for,”  Pender’s CIO, Felix Narhi talks […]

Wealth Professional talks to Pender PM Geoff Castle about his unique approach to fixed income with dynamic rebalancing and more.  “The modern struggles associated with Canadian fixed income investments can be summed with one damning conclusion: […]