Small and mid-sized companies are more agile than their supersized brethren and often operate segments of the market where inefficiencies reside. Their relative dynamism compared to large- or mega-cap companies presents us with a range of outcomes to generate potential capital gains for our clients.
At Pender, we employ a private equity approach to public markets, using a deep due diligence, research-based process for identifying and investing in high quality small-to-mid cap companies, with the potential for significant capital appreciation.
In August 2023, PenderFund hosted a webinar in which Portfolio Manager, David Barr, discussed the current positioning of the Pender Small Cap Opportunities Fund including where he is finding quality businesses at attractive valuations.
For professional investors: