PenderFund

Advisors

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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

Panera Bread – When News of a Take-Out at a Premium is Bittersweet

As we reflect on the announcement that Panera Bread, a holding in several of Pender’s funds, is about to go private thanks to a takeover by European holding company JAB, … Continue reading »

News Release: Pender Growth Fund Inc. Announces Inclusion in the TSX Venture 50

Pender Growth Fund Inc. (the “Fund”) is pleased to announce that it has been selected for inclusion in the 2017 TSX Venture 50, a ranking of top performers on TSX Venture … Continue reading »

Pender Book Review: The Undoing Project by Michael Lewis

I recently read The Undoing Project: A Friendship That Changed Our Minds by Michael Lewis. When Lewis presented at the CFA Society Vancouver 50th Anniversary Dinner in November … Continue reading »

2016 FundGrade A+ Awards go to two Pender Funds

Congratulations to the Pender Investment Team and Portfolio Managers David Barr and Felix Narhi. Fundata Canada Inc has awarded two of Pender's funds a FundGrade A+ Award … 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
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