Rethinking Diversification in a Correlated World
Pender's CIO and Portfolio Manager, Greg Taylor spoke with Associate Client Portfolio Manager, Laura Baker to discuss how the Pender Alternative Multi-Strategy Income Fund and the newly launched Pender Alternative Multi-Strategy Growth Fund are built to diversify return drivers, not just holdings, in a market where equities and bonds increasingly move together. A conversation on portfolio construction, liquid alternatives, and finding a smoother ride to your investment goals.
02:00
The Case Against the Traditional 60/40 Portfolio
04:10
Why “More Holdings” Isn’t Diversification
10:10
What is Multi-Strategy Investing?
12:50
Inside the Pender Alternative Multi-Strategy Growth Fund
24:00
Current Market Themes: Real Assets, Commodities and Geopolitics
18:51
Inside the Pender Alternative Multi-Strategy Income Fund
26:00
Underestimated Opportunity: M&A and Small Cap Valuations
28:00
Investor Mistakes and a 5-Year Warning: Passive Index Concentration Risk
