Assessing the trinity of risk is a key pillar of Pender’s investment strategy at all times, but during a financial crisis, when the risks increase, it becomes more crucial than ever to double and triple […]
The Pender Equity Investment Process Pender’s goal is to protect and grow wealth for our investors over time. To achieve this, we seek to understand the quality of a business or security; obtain more value […]
Day 1 – Margin of Safety Benjamin Graham, believed by many to be the father of value investing, wrote in his book The Intelligent Investor, “Confronted with [the] challenge to distill the secret of sound […]
Our investment in Transat A.T. represents a successful catalyst-driven close the discount (CTD) investment. As Canada’s third largest airline and one of the largest tourism companies in the world, Transat has had a long and […]
The PenderFund Investment Team shares the books on their summer reading list. David Barr Thinking in Systems: A Primer, Donella Meadows and Diana Wright (Editor) I picked up “Thinking in Systems” after it was shared […]
To mark 10 years since the launch of our mutual funds, Pender took its annual Investment Conference to a new level, with additional due diligence sessions and a keynote speaker. Culture First, everything else later […]
While quantum computing sounds like the kind of technology that has travelled back in time from the future, believe it or not, the concept was first proposed in 1981 by Richard Feynman (who was awarded […]
In extraordinary times, when markets are stressed the broad opportunity set widens. But from a psychological perspective, it sure doesn’t feel like an opportunity.“The tide goes out” in periods like the financial crisis of 2008-2009 […]
In normal times, when markets are relatively tranquil the opportunity set is narrow. Armies of smart analysts and investors do their research and stocks are priced much more efficiently than less followed stocks. It’s challenging […]
Why the next big tech name could come from the healthcare sector Important Information: Pender Technology Inflection Fund I Limited Partnership managed by PenderFund Capital Management Ltd. (“Pender”) holds an investment in Clarius Mobile Health, […]
The PenderFund Investment Team shares what is on their holiday reading list this season. David Barr I’m looking forward to reading three books this holiday season. Two relate to decision making, while the third has […]
The PenderFund Investment Team shares what is on their summer reading list through book reviews and recommendations David Barr One of the things I love about the summer is that you get away from the […]
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.