It’s been a challenging time for fixed income investors recently. Increased market volatility due to rising interest rates, inflation, and economic uncertainty, have been headwinds for traditional fixed income strategies.

An active fixed income strategy offers investors the flexibility to protect capital from both macroeconomic and idiosyncratic risks while, at the same time, take advantage of attractive opportunities to generate favorable returns even during challenging market environments.

What is the Pender Alternative Absolute Return Fund?

The Pender Alternative Absolute Return Fund is a flexible, high-yield-focused, liquid alternative fund. The goal of the Fund is to generate high single-digit returns throughout market cycles with significantly less volatility and lower drawdowns than an investor would expect from a long-only mandate. The Fund offers investors an alternative to traditional fixed-income funds. It is a credit-focused fund with the tools to mange exposures to the broad market.

Pender Alternative Absolute Return Fund

Justin Jacobsen

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Why invest in the Alternative Absolute Return Fund?

Investment Process

Potential to generate attractive returns from idiosyncratic opportunities while managing the exposure to various market risks.
Returns are uncorrelated to the broad market, allowing the strategy to provide diversification benefits to an overall portfolio.
Expected to deliver lower volatility, and minimise drawdowns with tools to hedge unwanted risk exposures.
Actively managed and able to adapt to changing market conditions to maximize the risk and return based on our views.
A differentiated strategy of a hedge fund but available with the convenience, liquidity and transparency of mutual fund structure.

The investment approach allows flexibility to adapt the portfolio’s positioning to changing market dynamics, taking advantage of opportunities and managing risks through heading. The focus on security selection is supported by a rigorous bottom-up investment process, that has been applied and tested through multiple market environments. This strategy is focused on uncovering the best risk-adjusted return opportunities in every market cycle and dynamically adjusts portfolio positioning for market environments to protect and grow capital.