Pender Small Cap Opportunities Fund

Classes B and G of the Pender Small Cap Opportunities Fund are currently open to retail investors.

The Pender Small Cap Opportunities Fund is an opportunistic, concentrated portfolio. The Fund is focused on undervalued small and microcap companies with strong underlying economics, predominantly in Canada. The manager often seeks out special situations, and has a track record of identifying catalysts, where market-leading companies have been acquired. After deep fundamental analysis these businesses are purchased at a discount to our estimate of intrinsic value.

Visit the Pender Small Cap Hub for all of our latest news, information and articles.

Since Inception returns are from June 2009. All returns greater than a year are annual compounded returns.

Performance (%) - 2024-05-311 Mo.3 Mo.6 Mo.1 Yr.2 Yr.3 Yr.5 Yr.10 Yr.YTDSince InceptionInception Date
A1.47.924.725.75.6-3.110.610.418.113.82009-06-01
F1.58.225.327.16.7-2.111.811.518.614.92009-06-01
Annual Performance (%)20162017201820192020202120222023YTD
A26.18.5-16.319.246.324.7-29.35.018.1
F27.49.6-15.420.347.826.0-28.56.218.6

Standard Performance Data is subject to important disclosures set out in our Disclaimer.

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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