Pender Partners Fund

The Pender Partners Fund is offered privately under an Offering Memorandum, pursuant to prospectus exemptions. It is an equity fund comprising a portfolio of securities which we believe have the potential for long term capital appreciation, regardless of market cap or geographical constraints. The objective of the Fund is to achieve capital growth over the long-term for unitholders, while being sufficiently diversified to mitigate volatility.

The Fund was formerly the Vertex Managed Value Portfolio.

  • ClassFund Codes DescriptionMER* Minimum Investment: Initial/[Subsequent]
    APGF 1100Front End2.49%Closed for purchase

    *As at 2021-12-31

    Asset Class: All Cap Equities
    Inception Date: April, 1998
    Valuation Frequency: Monthly
    Eligibility: AB, BC, MB, NB, NS, NT, ON, PE, SK; Registered Plans
    Distributions: DRIP annually, cash optional

    Portfolio Manager: David Barr, CFA

    Co- Manager: Felix Narhi, CFA

David Barr

David Barr

CEO & Portfolio Manager

Mr. Barr is the CEO of Pender. He is also the Portfolio Manager of several of Pender’s funds.

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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 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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