PenderFund
  • Pender's Holiday Reading List

    Nobel prize winning authors and books that plumb the depths of human behavior are amongst the books that can inform our investing process.

    Read more
  • Investment Insight

    Cash as a Strategic Asset Class

    Are strong risk-adjusted returns achieved despite holding cash or because we hold cash?

    Read more
  • Don't get mired in value trap stocks

    Shirley Won talks to David Barr, about avoiding value traps, taking advantage during tax sell-off season, and our investments in Freshii (FRII) and Maxim Power Corp (MXG).

    Read more
  • David Barr Interviewed on BNN

    Award winning advice on investing in small-cap stocks

    “In the small cap world...you need to start with is a company that has a wonderfully scalable product...addressing a big market in the early innings.”

    Watch video

Home

Latest News & Knowledge

Financial Post: Finding value in founder-run companies one of this fund manager’s keys to success

"Stemming from PenderFund’s historical preference for a private equity and venture capital-like approach to investing, the firm’s portfolios are also often dominated by founder-run companies. 'Obviously there is something going…
Continue reading »

Pender Corporate Bond Fund – Manager’s Commentary – December 2017

The Pender Corporate Bond Fund returned 0.5% in December and 7.8% for 2017. While there are always a few missed opportunities, we are generally pleased with how the year turned…
Continue reading »

Manager’s Quarterly Commentary – Felix Narhi – Q3 2017

 “You cannot swim for new horizons until you have courage to lose sight of the shore.” ― William Faulkner To date, 2017 has been a much better year for the…
Continue reading »

Pender’s Holiday Reading List 2017

David Barr A Man for All Markets: From Las Vegas to Wall Street, How I Beat the Dealer and the Market Edward O. Thorp (Author), Nassim Nicholas Taleb (Foreword) Investing…
Continue reading »

Cash as a Strategic Asset Class

At Pender, we are often asked about our cash levels because it fluctuates over time depending on the individual Fund mandate and the opportunity set. One of the common misconceptions…
Continue reading »

Join the Conversation

RT @iancassel: If you’re invested in great businesses that continue to grow and earn more money, don’t let lulls in stock price and boredom…

by Felix Narhi

RT @michaelbatnick: Here's a list of legendary investors who achieved greatness by consistently calling market tops and bottoms. 1. _____…

by David Barr