For the last year global equity markets have largely done a good job of overlooking adversity. From trade wars to AI disruption, stocks have been able to climb the proverbial ‘wall of worry’ to record levels. However, as tensions with Iran evolved into a full-on conflict, it became too much to ignore and markets fell. March was a […]
Building Resilient Portfolios and Managing risk Through Market Cycles In this episode, Laura Baker, Associate Client Portfolio Manager and Greg Taylor, CIO and Portfolio Manager, explore approaches to active investing, risk management, and generating returns in increasingly concentrated and volatile markets. From lessons in the dot-com era to today’s AI-driven environment, he breaks down how […]
At Pender, our equity team focuses on identifying opportunities at the intersection of sector and capital cycles, structural change, and market inefficiencies. Our core thematic areas include Enterprise Software, Artificial Intelligence, the Energy Transition, and the evolving geopolitical landscape. This white paper examines artificial intelligence as major technological and economic shift. It is complemented by a companion podcast featuring Toufic Boubez, Venture Partner at Pender […]
VANCOUVER, B.C., April 2, 2026, (TSXV: PTF): Pender Growth Fund Inc. (the “Company” or “PTF”) is pleased to announce that PTF’s holding, Pender Software Holdings Ltd. (“PSH”), has completed its acquisition of BroadCare Solutions Limited (“BroadCare”), as announced in PSH’s press release referenced below. BroadCare Solutions Limited operates a suite of patient management software products, […]
National recognition reflects the firm’s commitment to a supportive and inclusive workplace. Vancouver, BC, April 1, 2026 – PenderFund Capital Management Ltd. (“Pender”), an independent, employee-owned investment firm, is pleased to announce that it has been selected as one of the 2026 Best Workplaces™ in Canada by the Great Place to Work® Institute. The recognition […]
Artificial intelligence, productivity, and the next capital cycle In this episode, Laura Baker, Associate Client Portfolio Manager, spoke with Toufic Boubez, Venture Partner at Pender Ventures, where they explored how artificial intelligence is reshaping business models, productivity, and capital cycles, while challenging traditional notions of work, learning, and competitive advantage. The podcast examines where real […]
On March 26, Pender's Laura Baker was a speaker at the UBC Finance Association's Women in Finance Night, an evening dedicated to supporting and inspiring the next generation of women in finance. The discussion spanned several meaningful themes: the career journeys, the evolution of gender equity in finance and where gaps remain, strategies for self-advocacy […]
Exploring how tokenization is reshaping ownership and financial infrastructure In this episode, we discuss an important, and yet misunderstood idea at the intersection of technology and finance: tokenization. While much of the conversation around digital assets has focused on cryptocurrency, tokenization is fundamentally about the evolution of ownership and the evolution of financial infrastructure. To […]
The Pender Alternative Special Situations Fund returned 1.0%1 in February, compared to the S&P/TSX Composite, which rose 7.7% during the month. The market rally was driven largely by a surge in commodity prices and a rotation into hard cyclical sectors. The materials sector continued to perform well as global resource security became an increasing strategic […]
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