The 12 Days of Holiday Reading
Welcome to the 12 Days of Holiday Reading, Pender’s recommended book list for the holidays. A new book will be revealed each day from December 7 to December 18, 2021. Check in with us each […]
December 7, 2021
Forward Thinking
The Commercialization of Space – Part 2
I’m not the man they think I am at home…I’m a rocket man. It’s been an exciting summer in the race for human space exploration, with Richard Branson and Jeff Bezos successfully completing suborbital space […]
August 19, 2021
The Commercialization of Space – Part 1
November 15, 2020 marked a historical milestone with the successful launch of the SpaceX Crew-1 Mission, transporting four astronauts aboard the Crew Dragon Resilience over 400km into orbit on a twenty-seven hour voyage to the […]
November 24, 2020
The 80’s Oilers or Jacques Lemaire? Finding the Right Balance
While we are looking forward to the resumption of the NHL season if it’s done in a safe way, the suspension of the NHL in March meant finding a way to satisfy my 7-year old […]
July 29, 2020
More on the disruptive forces of technological change
It is important to keep in mind that one of Charles Darwin’s great insights on evolution also applies to capitalism: “It is not the strongest of the species that survives, nor the most intelligent that […]
March 16, 2018
Taking advantage of business, sector and market cycles
“It’s déjà vu all over again.” – Yogi Berra We often own stakes in companies which can be characterized as boring, operating in “meat and potatoes” industries that have faced cyclical headwinds. Some major current […]
March 16, 2018
Does Pender run technology funds?
When people look at our portfolios they see our overweight allocations in technology and they quite often ask us if we run technology funds. The quick answer is our funds are not technology funds and […]
May 27, 2015
Opportunistic
Being opportunistic in the world of finance is generally associated with an aggressive strategy to make money by taking advantage of something that is undervalued, vulnerable or depressed. Property, securities or companies are targeted, bought, […]
March 18, 2014
Predictive Attributes
The phrase “predictive attributes” has been coined to describe a set of characteristics that a company may have that tip the odds in favour of potential outperformance. Some attributes that we believe are potentially predictive […]
March 18, 2014
