The Fund has now passed its five year milestone and we are pleased to announce 5 year returns of 21.19%1 as compared to benchmark returns over the same period of 10.90%2. We believe that long […]
We have passed the one year anniversary of the inception1 of the Fund and are pleased to announce that the one year return was 35.46%2 as compared to the benchmark which was 26.47%3.
The Fund became available to investors on July 5, 2013 and ended Q2 2014 with 21 holdings and a cash weighting of 8%. Class A units that were initially purchased at C$10.00 were valued at […]
We now have our first three quarters under our belt and things have progressed nicely for the Fund. Units that were initially priced at $10.00 were valued at $13.27 at March 31, 2014.
The Fund became available to investors on July 5, 2013 and ended Q1 2014 with 19 holdings and a cash weighting of 4.7%. Class A units that were initially purchased at C$10.00 were valued at […]
Following up on the Funds strong performance in 2013, your Fund was up 4.77%1 in the first quarter compared to 6.07% for the benchmark2. As a result of the strong performance of the Fund and […]
We have our first two quarters under our belt and things have progressed nicely for the Fund. Units that were initially priced at $10.00 were valued at $12.18 at December 31, 2013.
The Fund became available to investors on July 5, 2013 and ended the year with 18 holdings and a cash weighting of 4.5%1. Class A units that were initially purchased at C$10.00 were valued at […]
Our Fund ended the year with an excellent quarter. It was up 13%1 compared to 7.3% for the benchmark2. Again, the performance of the Fund was largely driven by the performance of key holdings including […]
The Fund was opened to investors on July 5, 2013 and ended the quarter with 14 holdings and a cash weighting of 4.8%. Class A units that were initially purchased at C$10.00 were valued at […]
Following up on the Fund’s strong performance in 2012, your Fund1 was up 8.45%1 in the second quarter compared to -0.88% for the benchmark. Last year, the Fund’s performance was assisted by several of the […]
After four years of successfully managing the Pender Small Cap Opportunities Fund, we are launching the Pender Value Fund in order to take advantage of opportunities that arise within our circle of competence but are […]
It has been said that investing is simple, but not easy. Simple because, in theory, the idea that one should “buy low and sell high” is just common sense. But not easy because in practice […]
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Manager’s Quarterly Commentary – David Barr – Q2 2014 – Pender Small Cap Opps Fund
The Fund has now passed its five year milestone and we are pleased to announce 5 year returns of 21.19%1 as compared to benchmark returns over the same period of 10.90%2. We believe that long […]
Manager’s Quarterly Commentary – David Barr – Q2 2014 – Pender Value Fund
We have passed the one year anniversary of the inception1 of the Fund and are pleased to announce that the one year return was 35.46%2 as compared to the benchmark which was 26.47%3.
Manager’s Quarterly Commentary – Felix Narhi – Q2 2014
The Fund became available to investors on July 5, 2013 and ended Q2 2014 with 21 holdings and a cash weighting of 8%. Class A units that were initially purchased at C$10.00 were valued at […]
Manager’s Quarterly Commentary – David Barr – Q1 2014 – Pender Value Fund
We now have our first three quarters under our belt and things have progressed nicely for the Fund. Units that were initially priced at $10.00 were valued at $13.27 at March 31, 2014.
Manager’s Quarterly Commentary – Felix Narhi – Q1 2014
The Fund became available to investors on July 5, 2013 and ended Q1 2014 with 19 holdings and a cash weighting of 4.7%. Class A units that were initially purchased at C$10.00 were valued at […]
Manager’s Quarterly Commentary – David Barr – Q1 2014
Following up on the Funds strong performance in 2013, your Fund was up 4.77%1 in the first quarter compared to 6.07% for the benchmark2. As a result of the strong performance of the Fund and […]
Manager’s Quarterly Commentary – David Barr – Q4 2013 – Pender Value Fund
We have our first two quarters under our belt and things have progressed nicely for the Fund. Units that were initially priced at $10.00 were valued at $12.18 at December 31, 2013.
Manager’s Quarterly Commentary – Felix Narhi – Q4 2013
The Fund became available to investors on July 5, 2013 and ended the year with 18 holdings and a cash weighting of 4.5%1. Class A units that were initially purchased at C$10.00 were valued at […]
Manager’s Quarterly Commentary – David Barr – Q4 2013 – Pender Small Cap Opportunities Fund
Our Fund ended the year with an excellent quarter. It was up 13%1 compared to 7.3% for the benchmark2. Again, the performance of the Fund was largely driven by the performance of key holdings including […]
Manager’s Quarterly Commentary – Felix Narhi – Q3 2013
The Fund was opened to investors on July 5, 2013 and ended the quarter with 14 holdings and a cash weighting of 4.8%. Class A units that were initially purchased at C$10.00 were valued at […]
Manager’s Quarterly Commentary – David Barr – Q3 2013
The Pender Small Cap Opportunities Fund turned in another strong quarter. It was up 8.39%1 compared to 6.26% for the benchmark2.
Manager’s Quarterly Commentary – David Barr – Q2 2013
Following up on the Fund’s strong performance in 2012, your Fund1 was up 8.45%1 in the second quarter compared to -0.88% for the benchmark. Last year, the Fund’s performance was assisted by several of the […]
Manager’s Quarterly Commentary – David Barr – Q2 2013 – Pender Value Fund
After four years of successfully managing the Pender Small Cap Opportunities Fund, we are launching the Pender Value Fund in order to take advantage of opportunities that arise within our circle of competence but are […]
Manager’s Quarterly Commentary – Felix Narhi – Q2 2013
It has been said that investing is simple, but not easy. Simple because, in theory, the idea that one should “buy low and sell high” is just common sense. But not easy because in practice […]
Manager’s Quarterly Commentary – David Barr – Q1 2013
Following up on the Funds strong performance in 2012, your Fund was up 4.68%1 in the first quarter compared to 3.34% for the benchmark.