Remember when August was a month to take a break and relax? Markets certainly disagreed with that idea … instead of long summer days of leisure, investors were met with volatility and broad-based doubt about what the fall season could hold. Portfolio weights are 42.7% US equities, 32.4% Canadian equities and 13.5% international equities. August […]
August marked an important turning point for US small and mid-cap companies, as improvement in forward earnings expectations became increasingly evident. Since the Fund's launch in December 2024, two-year forward EPS growth for the S&P MidCap 400 has risen from just over 5% to roughly 18%. The improvement within the Fund has been even more […]
How the AI Infrastructure Boom is Reshaping the Case for Small and Mid Cap Equities In this episode of the Pender podcast, Aman Budhwar, Portfolio Manager of the Pender US Small/Mid Cap Equity Fund, sits down with host Laura Baker, Associate Client Portfolio Manager, to explore why the AI story extends far beyond the mega […]
As published in The Globe and Mail, The Mover Greg Taylor, CIO and Portfolio Manager of the Pender Alternative Select Equity Fund is marking the 5 year anniversary of the Fund with a five year annualized return of 18%. Today he was featured in The Globe and Mail's "The Mover" column and talked about how he's […]
The Pender Corporate Bond Fund enjoyed a positive month in August, returning 1.6%1 within the context of a fairly benign credit market that was buffeted at points by rising benchmark yields. Precious metals exposure led the charge for the Fund, with our position in the convertible notes of South African platinum miner Sibanye Stillwater Ltd. (SBSW) […]
Dear Unitholders, The Pender Alternative Arbitrage Fund and the Pender Alternative Arbitrage Plus Fund were 0.0%1 in July 2026 while the HFRI ED: Merger Arbitrage Index (USD) returned -0.4%2. M&A Market Update Global M&A activity remained near record levels through July despite some moderation from the exceptional pace of May and June. Approximately $3.19 trillion […]
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