PenderFund

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Why Invest with Pender?

Pender provides value—from our investment strategy to our customer service.

We are value-investors and our specialist portfolio managers run a suite of niche investment funds that are difficult to replicate because:

  1. We specialise in looking at out-of-favour parts of the market where we can find market-leading companies without the competition on price.
  2. As value investors we are selective and focused on identifying and buying securities at a price that includes a margin of safety.
  3. We are also contrarian investors, headquartered away from the noise of any financial hubs. Securities are selected on fundamental qualities and are often un-correlated to market indexes.
  4. Portfolios are concentrated as we believe that a smaller portfolio of “best ideas” is key to driving performance and avoiding “diworsification”.
  5. We are aligned. Our portfolio managers, as well as others on the Pender team, are invested alongside investors in our funds.

Latest News & Knowledge

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 »

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

The Pender Corporate Bond Fund returned 0.1% in November, a result lower than the potential run-rate return we see in the portfolio but, within the context of a choppy market, … Continue reading »

The Globe & Mail: Don’t get mired in value trap stocks

Shirley Won talks to Pender President & PM, David Barr, about avoiding value traps, taking advantage during tax sell-off season, and our investments in Freshii (FRII) … Continue reading »

Wealth Professional: Why it’s time for a different approach to fixed income

Wealth Professional talks to Pender PM Geoff Castle about his unique approach to fixed income with dynamic rebalancing and more.  "The modern struggles associated with … Continue reading »

Fund Codes

Pender Canadian Opportunities Fund
Class A PGF 700
Class D PGF 760
Class F PGF 710
Class H PGF 740
Class I PGF 750
Pender Corporate Bond Fund
Class A PGF 500
Class F PGF 510
Class A - USD  PGF 501
Class D PGF 560
Class F - USD PGF 511
Class H PGF 540
Class I PGF 550
Pender Select Ideas Fund
Class A PGF 400
Class F PGF 410
Pender Small Cap Opportunities Fund
Class A PGF 315
Class F PGF 320
Pender Strategic Growth and Income Fund
Class A PGF 600
Class D PGF 660
Class F PGF 610
Class H PGF 640
Class I PGF 650
Pender US All Cap Equity Fund
Class A PGF 800
Class F PGF 810
Class A - USD  PGF 801
Class F - USD PGF 811
Class D PGF 860
Class H PGF 840
 Class I PGF 850
Pender Value Fund
Class A PGF 200
Class F PGF 210
Class D PGF 860
Class H PGF 240
Class I PGF 250