Pendo LLC is an SEC-Registered Investment Adviser. The company is 100% independent and privately owned. Pendo's mission is to offer portfolios that work solely in the best interest of the client.
Pendo is Latin for value. As a value investor, the name was chosen to convey two essential themes:
Pendo is Latin for value. As a value investor, the name was chosen to convey two essential themes:
The First theme pertains to our intention, in adherence to true value investing principles, to purchase
securities below what we believe to be their intrinsic value. Our intention is to then hold these
securities for at least a 3-5 year time frame in order to realize that intrinsic value. Our ideal holding
period would be “forever.”
The Second theme is our respect for and understanding of the foundation of portfolio investing, and how that has been misinterpreted by many today. We are also not limited by the common constraints of Modern Portfolio Theory, i.e., we do not set arbitrary non-financial considerations such as market capitalization, sector, portfolio weight, etc.
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The Second theme is our respect for and understanding of the foundation of portfolio investing, and how that has been misinterpreted by many today. We are also not limited by the common constraints of Modern Portfolio Theory, i.e., we do not set arbitrary non-financial considerations such as market capitalization, sector, portfolio weight, etc.
FACT SHEET >
COMMENTARIES >