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AnalysesQuarterly Letters✦Warren AI
AnalysesQuarterly Letters✦Warren AI
Pender

Pender US Small Mid

US Mid-cap

Mar 2025 → Mar 2025

Our archive holds 1 letter from this strategy, behind 2 investment theses and positions in 2 companies. Every quote below is copied verbatim from the letter it came from.

1 letter in a year — follow all of Pender for every strategy.

Its investment theses

  • Cooper CompaniesMar 2025Cooper Companies is a resilient global medical device leader in contact lenses and women's healthcare, benefiting from strong market positions and growth potential in both sectors.
  • Mercury GeneralMar 2025Mercury General is poised for a recovery in earnings following recent rate increases, despite potential wildfire impacts in early 2025.

Every letter

2025

  • March 2025

Other Pender strategies

  • Pender US Small Mid Cap Equity Fund5
  • Pender Strategic Growth and Income Fund3
  • Pender Small Cap Opportunities Fund2
  • Pender Alternative Arbitrage Fund1
  • Pender Small Cap1
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