Pender Global Focused Fund
The Pender Global Focused Fund (formerly Pender US All Cap Equity Fund) is a concentrated portfolio of global securities, primarily listed in North America. The Manager’s primary focus is on owning founder-led companies with underappreciated competitive advantages and growth potential over the long term. His secondary focus is to generate potential returns driven by opportunistic shorter-term gaps between intrinsic value and price, which tend to emerge during periodic market dislocations. The Fund utilizes a value-driven fundamental approach.
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
Class Fund Codes Description MER* Minimum Investment: Initial/[Subsequent] A PGF 800 Front End 2.43% $5,000 / [$100] F PGF 810 Fee Based 1.30% $5,000 / [$100] A (US$) PGF 801 Front End 2.45% US$5,000/[US$100] F (US$) PGF 811 Fee Based 1.37% US$5,000/[US$100] H PGF 840 Front End – HNW 2.11% $100,000 / [$100] I PGF 850 Fee Based – HNW 1.21% $100,000 / [$100] *As at 2022-06-30
Asset Class: US Equity Inception Date: June 28, 2013 Valuation Frequency: Weekly Eligibility: Canada-wide, Registered Plans Distributions: DRIP annually, cash optional Benchmark: S&P 500 Index Portfolio Manager: Felix Narhi, CFA. Know Your Product
Monthly
- Pender Global Focused Fund – Profile Sheet – Class F (CAD)
- Pender Global Focused Fund – Profile Sheet – Class F (USD)
- Pender Global Focused Fund – Profile Sheet – Class A
Annual (POS)
- Pender Global Focused Fund – Fund Facts – CAD (A Class)
- Pender Global Focused Fund – Fund Facts – USD (A Class)
- Pender Global Focused Fund – Fund Facts – CAD (F Class)
- Pender Global Focused Fund – Fund Facts – USD (F Class)
- Pender Global Focused Fund – Fund Facts (H Class)
- Pender Global Focused Fund – Fund Facts (I Class)
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Hop to it: Investing lessons in the Year of the Rabbit
Investors, are you ready for a regime change? On January 22nd, the first day of the Chinese lunar year, we bade adieu to the ferocious Tiger who passed the baton to this year’s mascot: the humble Rabbit. True to form, last year was marked by extreme volatility and general turbulence. Just about everywhere you looked—stock, bond, and real estate markets, geopolitics, quick tempers, and bad hair days— you name it, troubles abounded. What can investors glean about the coming year from the Rabbit, a mild-mannered, long-eared, vegan? Rabbits represent the spring season, and new beginnings, so let’s begin at the…
Felix Narhi
Chief Investment Officer and Portfolio Manager
Mr. Narhi is the Chief Investment Officer of Pender and the Portfolio Manager of the Pender Global Focused Fund (formerly 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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