The Manager

Pender is a growing, independent, value-based mutual fund company in Vancouver with the goal of creating value by generating superior risk-adjusted returns, protecting capital and minimizing downside risk.

We have built a team of specialist portfolio advisors who run four mutual fund products.

• Matt Shandro runs the Pender Corporate Bond Fund,
• Ken O’Kennedy runs the Pender Canadian Equity Fund, and
• David Barr, Pender’s Chief Investment Officer, manages the Pender Small Cap Opportunities Fund.
• All three contribute their expertise to holdings in the Pender Balanced Fund.

We operate in inefficient markets and use fundamental analysis to maintain a thorough understanding of value and competitive advantage. We are selective and focused on identifying and buying securities at a price that includes a margin of safety with the aim of capital preservation, downside protection and ultimately superior returns for our investors.