PenderFund Blog
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Pender is an independent, employee-owned, value-based investment firm located in Vancouver. Our goal is to create value for our investors by generating superior risk-adjusted returns, while protecting capital and minimizing downside risk.
PenderFund Blog
4d ago
Question: Is the 60/40 asset mix over because of higher levels of correlation between stocks and bonds? What is the rationale for having an allocation to non-correlated assets or hedge-fund strategies in a long-term diversified ..read more
PenderFund Blog
3w ago
As published in the Financial Post on 29 March 2024. Q: What is a “behavioural edge” in investing? How does it potentially enhance returns? How can an investor develop it? – Giovanni FP Answers: “Behavioral ..read more
PenderFund Blog
3w ago
Looking for some inspired reading this long weekend? Explore our Spring Reading List, curated by the incredible women at Pender ..read more
PenderFund Blog
1M ago
As published in Wealth Professional on 21 March 2024. In a new paradigm, it’s time for advisors to learn new lessons about this key asset class. We had 14 years of ZIRP. Zero interest rate ..read more
PenderFund Blog
1M ago
As published in the Financial Post on 9 March 2024. Taylor Swift just won her 14th Grammy award and the Eras Tour surpassed the $1 billion mark with over 4 million tickets sold across 60 ..read more
PenderFund Blog
1M ago
We asked the amazing women at Pender what this year’s theme #InspireInclusion means to them. Here’s what they said ..read more
PenderFund Blog
1M ago
As published in Finance et Investissement on 6 March 2024 (in French). There is a wide subset of different variables that can affect a business and lead it into distress. If these various factors were arranged within ..read more
PenderFund Blog
1M ago
Question: In a fast-changing world of high-tech and geopolitical challenges, can you explain what having a “moat” means today? How can a small investor know if a company has a sustainable competitive advantage? — Cassandra ..read more
PenderFund Blog
1M ago
First published in Financial Post: FP Answers on January 26, 2024 Question: In 2023 investment returns were primarily driven by the “Magnificent Seven”, U.S.-based, high-tech stocks. What about Canadian high-tech? What should investors look for ..read more
PenderFund Blog
2M ago
As published in CFA Institute Enterprising Investor on February 12, 2024 Global M&A plunged to a decade low last year, with $2.9 trillion in deal value announced, a 17% decline from the prior year. Dealmakers ..read more