PenderFund Capital Management | Forward Thinking, Finding Value

Our goal is to protect and grow wealth for our investors over time
We have a talented investment team of expert analysts, security selectors and independent thinkers who actively manage a suite of differentiated investment funds, exploiting inefficient parts of the investing universe to achieve our goal.

Our goal is to protect and grow wealth for our investors over time

Articles

FP Answers: Is the 60/40 portfolio no longer viable? If so, what’s the new normal?

Question: Is the 60/40 asset mix over because of higher levels of correlation between stocks and bonds? What is the rationale for having an allocation to non-correlated assets or hedge-fund strategies in a long-term diversified […]

Commentaries

Small Cap Equity – Q1 2024

HighlightsThe Fund generated excess returns mainly driven by company-specific performance. Rotation into high quality growth companies is now complete. The Fund exited several smaller positions and created new positions in a Canadian SaaS firm and select U.S.-based companies in the cannabis se…

Profiles in Credit – The Annual Sit Down – Geoff Castle and Callum Thomas

In this episode Geoff Castle, Lead Portfolio Manager of Pender’s Fixed Income portfolios, hosts Callum Thomas, founder and head of research of Topdown Charts for their annual podcast.

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