Pender Small Cap Opportunities Fund

The Fund has been capped and is now closed to all purchases. Its sister fund, the Pender Value Fund, shares many of the same characteristics and is open to new purchases.

The award-winning Pender Small Cap Opportunities Fund is an opportunistic, concentrated portfolio. The Fund is focused on undervalued small and microcap companies predominantly in Canada. The Manager is focused on businesses with strong underlying economics and often seeks out special situations, and has a track record of identifying catalysts, where market-leading companies have been acquired. After deep fundamental analysis these businesses are purchased at a discount to our estimate of intrinsic value.

David Barr

President, CEO & Portfolio Manager

David Barr

Mr. Barr is the President and CEO of Pender. He is also the Portfolio Manager of several of Pender’s funds.