All Insights

Pender US Small/Mid Cap Equity Fund - January 2026

Market Environment – AI from Narrative to Numbers At the start of 2026, investors entered the year with a mix of optimism and uncertainty. While outlooks were published and geopolitical risks remained elevated, one theme continued to shape market narratives and investor focus: artificial intelligence. As the “Magnificent Seven” report earnings, AI-related themes were increasingly […]

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Pender Alternative Select Equity Fund - January 2026

Market Insights Many consider the month of January as a good leading indicator of how the year will play out. Well, if this year is going to follow that pattern, we had better all buckle up, as it could be quite the ride. January finished with a whimper as markets fell on the last trading […]

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Verified Impact at Scale

In the first episode of the new Pender Ventures Founder Series, Cheri Corbett, Pender Ventures Partner, talks with Derrick Emsley, co-founder and CEO of Tentree and Veritree. They discuss his founder journey and the creation of a technology platform bringing verification, transparency, and trust to global reforestation.

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Two Pender Funds Recognized for Consistency and Outperformance During 2025

VANCOUVER, B.C., February 6, 2026 - PenderFund Capital Management Ltd. (“Pender”) is pleased to announce that two of its funds were awarded a FundGrade A+ Award at the ‘Evening of Excellence’ ceremony in Toronto on February 5, 2026. The Pender Alternative Select Equity Fund and Pender Corporate Bond Fund were both winners. This is the […]

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Benefits and Pensions Monitor: Why Pender is Leaning into Energy: Castle

In a recent interview with Benefits and Pensions Monitor, Lead Portfolio Manager Geoff Castle shares why energy is standing out as one of the more compelling risk-reward opportunities heading into 2026. After years of underinvestment, depressed valuations, and limited investor attention, parts of the energy complex are offering asymmetric upside when viewed through credit and […]

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Pender Corporate Bond Fund - January 2026

The Pender Corporate Bond Fund had a good start to the year, delivering a 2.1%1 return in January, which was significantly ahead of investment grade and high yield benchmark returns over the same period. The month saw strength from a diversified group of holdings. Leading the way for us was our position in convertible notes […]

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Pender Market Insights

Many consider the month of January as a good leading indicator of how the year will play out. Well, if this year is going to follow that pattern, we had better all buckle up, as it could be quite the ride. January finished with a whimper as markets fell on the last trading day to […]

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Pender Alternative Multi-Strategy Income Fund - Q4 2025

Market Update Momentum is a wonderful thing, and that was seen in abundance in 2025, with global equity markets experiencing their third straight year of strong performance. Of course it wasn’t all smooth sailing, as we now know that nothing with the current leadership in Washington will be easy. That was made abundantly clear in […]

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Pender Credit Opportunities Fund - Q4 2025

Dear Investors Thank you for your continued partnership in the Pender Credit Opportunities Fund. As of December 31st, 2025, the Fund was up 13.7%1 (net of all expenses and fees) for the year. Over the same period, the benchmark returned 7.3%. In this letter, we will review the key contributors and detractors and then share […]

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