News Type: Morningstar

Pender PM Geoff Castle shared his thoughts on the rate hike cycle with MorningStars Michael Ryval. “I think we are near the end of the cycle, Castle [says]. “For now, people are too busy being […]

Recently Pender Small/Mid Cap Dividend Fund was featured in a Fund Insight on Morning Star. “For Pender Small/Mid Cap Dividend Class, performance has been impressive during the short and sweet ride since it was launched in […]

“You can get some really high investment returns on capital in asset-light businesses” David Barr, CEO and Portfolio Manager spoke with Diana Cawfield from Morningstar about small cap opportunities, risk & conviction in the search […]

“There are two parts here. There are people’s economic circumstances themselves. And there are interventions by the Federal Reserve,” Portfolio Manager Geoff Castle spoke with Michael Ryval from Morningstar about the last few months in […]

“It’s quite the contradiction to what people are saying about large-cap stocks: we’ve had this great 10-year bull run – it must be ending,” says Barr, “Well, it’s [already] dead in the small-cap space.” And […]

“The key thing is finding an entity that has much more value that accrues to the credit of that issuer than is priced into the security.” Pender Corporate Bond Fund Portfolio Manager, Geoff Castle spoke […]

“…at the end of the day, the returns you get from your portfolio are the returns from the businesses you’re invested in.” David Barr spoke with Diana Cawfield from Morningstar about how he uses a long-term […]

“We believe that this small-cap dominated fund will behave quite differently from any benchmark, and that long-term investors who have the risk tolerance for such an allocation in their portfolios will be rewarded over the long […]

“We accept there are good cycles and bad cycles. If the tide is too tough, it doesn’t matter how good a swimmer you are.” Pender CIO Felix Narhi talks to Michael Ryval at Morningstar about finding […]