From idea generation to portfolio optimization, find out how we manage our active, concentrated portfolios.
Pender's Investment Process
Review the track records of our niche investment funds.
Funds are priced on a daily or a weekly basis.
Portfolio Managers reflect on market dynamics and portfolio activity either monthly or quarterly.
Pender aims to protect and grow wealth for our investors over time.
Independent thinkers, expert analysts and security selectors.
President, CEO and Portfolio Manager
Chief Investment Officer and Portfolio Manager
Senior VP, Private Equity and Portfolio Manager
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.
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.
We have a passion for investing. This has been recognised with a number of awards and has also garnered interest from the media.
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