Pender CEO, David Barr and Pender Senior Investment Analyst, Amar Pandya presented their in-depth investment theses on Athabasca Oil (Canada: ATH) and Diversified Royalty (Canada: DIV) at MOI Best Ideas 2019. Read the thesis summary here
In the News
Vancouver, B.C. January 11, 2019 – PenderFund Capital Management Ltd. (“Pender”) announces that it is opening two classes of the Pender Small Cap Opportunities Fund (“the Fund”). Download the pdf The Fund was capped in […]
Pender Senior Investment Analyst and Associate Portfolio Manager, Amar Pandya, spoke to Victor Ferreira from the Financial Post about the stock pick he believes will outperform in 2019. “The Stock: Maxar Technologies Ltd. (TSX/MAXR) Maxar Technologies […]
VANCOUVER, British Columbia, Nov. 09, 2018 – Working Opportunity Fund (EVCC) Ltd. today announced that it has entered into a non-binding term sheet pursuant to which PenderFund Capital Management will assume management of the Fund’s […]
Vancouver, B.C. November 8, 2018 – PenderFund Capital Management Ltd. (“Pender”) announces that the Pender Corporate Bond Fund (the “Fund”) has been awarded a 2018 Thomson Reuters Lipper Fund Award. This is the fourth Thomson […]
“We come from the private equity world so when we are looking at these public companies we are applying a private equity lens and really digging in and trying to understand the business and what […]
“…at the end of the day, the returns you get from your portfolio are the returns from the businesses you’re invested in.” David Barr spoke with Diana Cawfield from Morningstar about how he uses a long-term […]
“It’s a space where we are incredibly cautious right now…I consider the risks of that high enough that we have very little exposure to large-cap tech.” Pender CEO, David Barr talks to Tim Shufelt from The Globe […]
“Warren Buffet’s ability to refine his investment approach has inspired the men behind the Pender Value Fund, which is marking its five-year anniversary. David Barr, president and portfolio manager, and Felix Narhi, chief investment officer […]
Vancouver, B.C. July 12, 2018 – PenderFund Capital Management Ltd. (“Pender”) is pleased to announce that the Pender Value Fund (“the Fund”) has reached its fifth anniversary. Download the pdf The Pender Value Fund is […]
“Rather than getting bogged down by historic measurements, the key to investing is to treat every day as the top of the first innings.” James Burton from Wealth Professional discusses Pender Corporate Bond Fund manager, […]
“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 to The Globe and Mail […]
The Manual of Ideas asks David Barr about “the business of investing vs investing in businesses” as part of the Zurich Project. Listen to the podcast
“We believe that this small-cap dominated fund will behave quite differently from any benchmark, and that long-term investors who have the risk tolerance for such an allocation in their portfolios will be rewarded over the long […]
Pender Technology Inflection Fund I Limited Partnership (“the Fund”) managed by PenderFund Capital Management Ltd. (“Pender”) announces that it has made its first investment. The Fund led a $6.3 million financing of Clarius Mobile Health, […]
