One of Pender’s core areas of expertise is investing in small cap companies. We have developed a circle of competence over more than twenty years of fundamental analysis and deep due diligence in small caps, which has contributed to a strong, long-term track record of performance.
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.
Pender’s Approach to Small Cap Investing
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.
Our Process in Practice: Funds
Pender Small Cap Opportunities Fund
An opportunistic, concentrated portfolio focused on undervalued small and microcap companies with strong underlying economics, predominantly in Canada.
Watch Pender’s CEO and Portfolio Manager, David Barr, present ‘Finding Emerging Compounders’ to the Ivey Business School, at the Ben Graham Centre for Value Investing.
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