The Globe & Mail: Fund manager’s target: tech firms ripe for takeover
Shirley Won talks to Pender President & PM, David Barr, about “under-the-radar gems”.
“We try to find businesses that we know and understand,” said the stock-picker who leans toward technology plays. “We try to get into the mindset of potential buyers and figure out what they would pay … When the price is suitably cheap, we look to buy. That is what we think really drives our returns long term.”