Pender US All Cap Equity Fund

The Pender US All Cap Equity Fund is a high conviction portfolio of primarily undervalued US-listed equities. The manager focuses on long term capital appreciation from a core of “compounders” as well as shorter term “close the discount” stocks that are more opportunistic in nature. He builds the portfolio through deep fundamental analysis of the underlying businesses. Businesses with attractive economic characteristics are purchased at a discount to our estimate of intrinsic value to build out the concentrated portfolio.

Felix Narhi

Felix Narhi

Chief Investment Officer and Portfolio Manager

Mr. Narhi is the Chief Investment Officer of Pender and the Portfolio Manager of the Pender US All Cap Equity Fund and the Pender Strategic Growth and Income Fund, and Co-Manager of the Pender Value Fund.

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