Pender Small Cap Opportunities Fund

Effective 11 January 2019, Classes B and G of the Pender Small Cap Opportunities Fund are open to retail investors and will remain open to investors for a limited time until $50 million of additional capital has been raised.

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.