A unique value proposition – what we do and what we don’t do
In this discussion, Parul Garg, hosted by Rita Silvan, sheds light on the risk and rewards of investing in stressed and distressed credits in public markets and how the portfolio management team leverages a nimble approach to capitalize on unique opportunities often overlooked by larger funds. Parul explains the investment strategy, the advantages of focusing on public credit, and how proactive credit management plays a crucial role in generating alpha for investors. This strategy forms the core of the Pender Credit Opportunities Fund as well as being a sleeve of investments in the Pender Corporate Bond Fund portfolio.
Key Takeaways
| 01:10 | What kind of assets does the Pender Credit Opportunities Fund invest in? |
| 03:28 | Public vs. private credit |
| 06:00 | Addressing volatility in public companies |
| 07:35 | What are the potential advantages to an investor choosing this Fund over some of the mega size funds? |
| 15:13 | Proactive credit management and how the team applies it to this Fund |
| 17:23 | Exploring non-core investment areas for potential returns |
| 18:54 | Certain areas of credit where this Fund won’t participate |
| 20:56 | Evaluating the economic cycle's impact on Fund success |
| 22:35 | Integrating this strategy into a diversified investment portfolio |
You can also subscribe and listen here
