PenderFund

  • In the News

    Pender Value is not your typical small cap fund

    The Pender Value Fund goes under the microscope. Morningstar details our approach, picks and performance.

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  • Pender’s Investment Ideas Conference 2018

    Disruption: Both Sides of the Stock

    Two panels discuss managing and investing in disruptive technology companies.

    View the replay

  • Investment Insight

    The Underappreciated Value of a Long-Term Orientation

    While we try to navigate the near-term twists and turns of the market, we keep three long-term considerations front of mind.

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  • Pender Technology Inflection Fund

    Our top performing venture and small cap managers team up on a new technology fund.

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  • When to Consider Buying Megacaps

    We generally don’t delve into megacaps unless...

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  • Market Commentaries

    Portfolio Managers comment on market dynamics

    Where they are finding opportunities?

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  • Our Insights
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Latest News & Knowledge

Manager’s Q1 Commentary – Felix Narhi

 “As to methods, there may be a million and then some, but principles are few. The man who grasps principles can successfully select his own methods. The man who tries…
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World Cup Fever 2018: What the “Beautiful Game” of Soccer Can Teach Us about Investing

Don’t just do something, stand there.  Like many investors, we are always looking for insights into how we might improve our outcomes over time. By taking a multi-disciplinary approach and…
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A Weekend in Omaha

It is phenomenal to think about the evolution of the Berkshire Hathaway (BRK) annual meeting over the years. Fifty three years ago the first Berkshire Hathaway annual meeting was held…
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The Globe and Mail – Six stocks that capitalize on the growing influence of millennials

"This fast-growing franchisor has a healthy balance sheet, earns lucrative royalty fees, and benefits from “millennials spending more on eating out than any other generation,”" Pender CIO, Felix Narhi talks…
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Pender Corporate Bond Fund – Manager’s Commentary – May 2018

The Pender Corporate Bond Fund returned 0.8% in May, delivering steady progression amidst a somewhat turbulent market picture. Strong performers for the Fund in May included our position in debt…
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Join the Conversation

Good luck to everyone writing the CFA exam today!

by David Barr

RT @Penderfund: “The essential raw material of more capital that was so critical for growth throughout the modern business era is becoming…

by Felix Narhi