Pender Alternative Special Situations Fund

The Pender Alternative Special Situations Fund aims to identify investment opportunities that the Manager believes represent special situations – when a company is undergoing a value changing event which has not yet been recognized by the market. There are often opportunities for companies and industries when there is a change in fundamentals, sentiment or momentum or another catalyst present, such as a restructuring. The Fund aims to achieve long-term capital appreciation by investing primarily in Canadian and US equities with the ability to also invest in debt and other securities.

As at Sept. 1, 2022 (the “Conversion Date”), the Fund amended its investment objectives and strategies and converted from a conventional mutual fund to an alternative mutual fund. For further information, please see the news release under the Documents tab and the Simplified Prospectus dated August 29, 2022, available on SEDAR+ at www.sedarplus.ca or under the Legal & Financial tab. 

Performance (%) - 2024-05-311 Mo.3 Mo.6 Mo.1 Yr.2 Yr.3 Yr.5 Yr.10 Yr.YTDSince InceptionInception Date
A-9.93.619.828.011.49.912.830.02020-07-10
F-9.93.619.828.011.49.912.830.02020-07-10
Annual Performance (%)20162017201820192020202120222023YTD
A37.1-16.523.012.8
F37.1-16.523.012.8

Standard Performance Data is subject to important disclosures set out in our Disclaimer.

Standard Performance Data is subject to important disclosures set out in our Disclaimer

Amar Pandya

Amar Pandya

Portfolio Manager

Amar Pandya is a Portfolio Manager at Pender. He joined the company in October 2017.

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