Join David Barr, Pender CEO and Portfolio Manager of the Pender Small cap Opportunities Fund for a portfolio update.
For financial professionals only
Date: Tuesday April 30, 2024
Time: 9am PST / 10am MST / 11am CST/ 12pm EST
Venue: Virtual event
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.
An opportunistic, concentrated portfolio focused on undervalued small and microcap companies with strong underlying economics, predominantly in Canada.
This Fund aims to provide investors with a combination of long-term capital appreciation and a stable quarterly stream of cash distributions.
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:
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