• Investing During Uncertain Times

    A hub of information on what Pender is doing and how we view the future

  • PenderFund Podcast

    In our podcasts we discuss our investment process,
    our Funds and topics such as technology and leadership.

  • We leave no stone unturned

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

  • Meet the Investment Team

    Meet the Investment Team

    Pender has a specialized team of business analysts,
    security selectors and independent thinkers. 

  • Forward Thinking

    Blog

    The 80’s Oilers or Jacques Lemaire? Finding the Right Balance

    While we are looking forward to the resumption of the NHL season if it’s done in a safe way, the suspension of the NHL in March meant finding a way to satisfy my 7-year old […]

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  • Commentaries

    Commentaries

    Manager’s Commentary – July 2020 – David Barr

    Fellow Unitholders, We hope you and your families continue to be safe and healthy. July continued where the last couple of months left off. Pender Small Cap Opportunities Fund was up 7.9%, while Pender Value […]

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  • Podcasts

    Podcasts

    Episode 46 – Profiles in Credit – Professor Edward Altman

    Geoff Castle chats with Edward Altman, Professor Emeritus of Finance at NYU’s Stern School of Business.
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  • News

    In The News

    Morningstar: Manager Likes Unloved Credit for Longterm Yield

    “There are two parts here. There are people’s economic circumstances themselves. And there are interventions by the Federal Reserve,” Portfolio Manager Geoff Castle spoke with Michael Ryval from Morningstar about the last few months in […]

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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.

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

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+ 2019