Pender is an independent, employee-owned, value-based mutual fund company based in Vancouver. Our goal is to create value for our investors by generating superior risk-adjusted returns, while protecting capital and minimizing downside risk.
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.
We have built a team of specialist Portfolio Managers who run four mutual funds.
- Matthew 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.
May 9, 2013 - David Barr tells Shirley Won about "potential takeover target" QHR Technologies.
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May 1, 2013 - "Big Wins in Small Caps" Business Day asks David Barr about 4 of his top portfolio holdings.
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Aug 10, 2012 - David Barr is interviewed for the "Buy and Sell" column - "Small caps, big returns".
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Globe & Mail: Inside the Market
Stock to watch: QHR Technologies a potential takeover target. Shirley Won "QHR, which has about a 30 per cent market share in the electronic … Read more...
BNN, Business Day – Big wins in small caps
"Now we’re going to focus on opportunities in Canadian small cap stocks. Our next guest manages a fund that returned, are you sitting down, … Read more...
News Release
PenderFund Capital Management Ltd., manager of the Pender Small Cap Opportunities Fund (the “Fund”) announces that it has acquired 490,623 … Read more...
Following up on the Funds strong performance in 2012, your Fund was up 4.68%1 in the first quarter compared to 3.34% for the benchmark. Last … Read more...