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 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.

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.

Pender Small Cap Investment Conference, 2012

Pender will be holding a Small Cap Investment Conference, featuring some of the Fund’s most exciting investee companies. CEO’s from Wi-LAN, Redline Communications, TIO Networks and Hemisphere GPS will be presenting on their companies and we would like to invite you to attend. Please hold the date of June 14, 2012, from 1-4pm, for the event which will be held at Four Seasons Hotel Vancouver, Seasons Room located at 791 West Georgia Street in Downtown Vancouver . Please register your interest in receiving more information here.

Pender Small Cap Opportunities Fund receives accolade from Fundata

The Pender Small Cap Opportunities Fund Class A has just received Fundata's FundGrade A Rating, as of March 31, 2012. "Fundata's FundGrade is an independent and objective investment fund rating system that has been developed to recognise funds that have achieved superior returns."  The rating system includes "an advanced, risk-adjusted approach" which means that "a fund's performance is evaluated not only in terms of returns but also in terms of the amount of risk taken to generate those returns."