Investment Strategy and Current Opportunity Why is the current opportunity set attractive? AMAN BUDHWAR: The US small- and mid-cap universe offers a uniquely attractive opportunity today due to its scale, diversification, and exposure to powerful long-term growth themes. Many investors are surprised to learn that the US small- and mid-cap market alone is larger […]
Re-acceleration, rotations, and macro turning points. In this annual conversation, Geoff Castle, Lead Portfolio Manager, Fixed Income sits down with Callum Thomas, Head of Research at Topdown Charts to look back on last year’s big macro calls, then look ahead to 2026. They cover the case for a global growth re-acceleration, why bonds might still […]
Market Insights To say 2025 has been an odd year is an understatement. After a series of years with strong returns, everyone began January with muted expectations. Valuations were high and the prospects for earnings growth were low. However, optimists were quick to remind you that President Trump in his first term would often use […]
The Pender Corporate Bond Fund enjoyed a profitable November, returning 1.1%1. The Fund outperformed peers for the period in a credit market that offered relatively muted returns. Leading the way for the Fund were our positions in precious metals, including convertible notes of miners Equinox Gold and Sibanye Stillwater, which rallied on underlying strength in […]
To say 2025 has been an odd year is an understatement. After a series of years with strong returns, everyone began January with muted expectations. Valuations were high and the prospects for earnings growth were low. However, optimists were quick to remind you that President Trump in his first term would often use the stock […]
As published in Canadian Family Offices. Investing in stressed and distressed companies can offer a chance to reap high returns. The idea of investing in distressed credit markets may sound daunting—it requires expertise in evaluating companies whose balance sheets are at risk. But some funds, such as the Pender Credit Opportunities Fund, see opportunities where others see trouble. […]
VANCOUVER, B.C. (TSXV: PTF) Pender Growth Fund Inc. (the “Company”) today announced its financial and operational results for the three months and nine months ended September 30, 2025. Financial Highlights Net loss was $248,441 for the three months ended September 30, 2025 (September 30, 2024 – net income $5,815,990). Net loss per Class C common […]
Pender's 12 Days of Holiday Inspiration is back! Discover your next read or listen with our guide to the best books and podcasts to enjoy this holiday season. From technology reshaping today’s economic and investment landscape to overcoming obstacles, our Investment Team has shared their best recommendations to inspire you. Aman Budhwar Laura Baker Eric […]
A group of women from Pender recently attended the 2025 Success Luncheon, the flagship event supporting Dress for Success Vancouver. The gala event brought together leaders from across business, philanthropy and the community for an inspiring afternoon of networking, fundraising, all to shine a light on the importance of advancing women’s economic equality in Vancouver. […]
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