Geoff Castle
Geoff Castle is the Lead Portfolio Manager, Fixed Income, having managed the Pender Corporate Bond Fund since September 2015. He also manages the Pender Bond Universe Fund and Pender Credit Opportunities Fund.
The Pender Corporate Bond Fund and the Pender Bond Universe Fund have both received industry recognition with Lipper and/or FundGrade A+ Awards. These awards reflect the team’s ability to consistently deliver risk-adjusted outperformance in their investment strategies. You can view all of the latest awards that Pender’s funds have won here.
Geoff’s career as a professional investor spans two decades and includes experience in both public mutual funds and proprietary investment fund management for ultra-high net worth individuals.
His area of expertise is in fundamental business analysis and valuation which he applies to credit markets to find enhanced yield or price appreciation opportunities in situations where substantial margins of safety exist.
Geoff’s philosophy involves controlling risk through careful consideration of credit duration and fixed charge coverage, and the fair valuation of each security class on an as-liquidated basis. Geoff also has been an active proponent of the use of objective, market- and fundamentals-derived risk measurement systems, which he believes are more useful than agency credit ratings.
Geoff holds a Bachelor of Arts degree from UBC and a Master of Business Administration from the Richard Ivey School of Business at the University of Western Ontario.
You can read Geoff’s commentaries here and listen to him interview some of the most influential thinkers, analysts and practitioners whose work affects investors in credit markets here.