• We leave no stone unturned

    From idea generation to portfolio optimization, find out how 
    we manage our active, concentrated portfolios.

    Pender's Investment Process

Performance

Review the track records of our niche investment funds.

Pricing

Pricing

Funds are priced on a daily or a weekly basis.

Commentaries

Portfolio Managers reflect on market dynamics and portfolio activity either monthly or quarterly.

About

Pender aims to protect and grow wealth for our investors over time.

Pender's Investment Team

Independent thinkers, expert analysts and security selectors.

Meet The Team
Pender's Investment Team

Investment Team

Portfolio Managers

David Barr

President, CEO and
Portfolio Manager

Felix Narhi

Chief Investment Officer
and Portfolio Manager

Maria Pacella

Senior VP, Private Equity
and Portfolio Manager

Geoff Castle

Portfolio Manager

INVESTORS

How To Invest

Pender’s funds are available in all Provinces and Territories across Canada. To purchase units in a Pender fund, contact a registered securities dealer, including financial planners, investment advisors or discount brokerages.

Questions
How do we weather the storm?

Blog

How do we
Weather the Storm?

Whether markets are up or down, our focus on the underlying business fundamentals gives us conviction. We share the cumulative knowledge and thinking behind our investment process.

Learn

Awards + Media

We have a passion for investing. This has been recognised with a number of awards and has also garnered interest from the media.

Globe & Mail
BNN Bloomberg
Financial Post
Fund Grade A+ 2017
Wealth Professional

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