{"id":35204,"date":"2021-11-17T06:34:52","date_gmt":"2021-11-17T14:34:52","guid":{"rendered":"https:\/\/penderfund.com\/?post_type=news&p=35204"},"modified":"2025-07-24T15:42:18","modified_gmt":"2025-07-24T22:42:18","slug":"pender-fund-receives-industry-recognition-with-fourth-refinitiv-lipper-fund-award","status":"publish","type":"news","link":"https:\/\/penderfund.com\/fr\/news\/pender-fund-receives-industry-recognition-with-fourth-refinitiv-lipper-fund-award\/","title":{"rendered":"Pender Fund Receives Industry Recognition With Fourth Refinitiv Lipper Fund Award"},"content":{"rendered":"

PenderFund Capital Management Ltd. (\u201cPender\u201d) is pleased to announce that one of its investment funds has received industry recognition with an award.<\/p>\n

The Pender Small Cap Opportunities Fund has been recognized as a Refinitiv Lipper Fund Awards Canada 2021 Winner and named the best Canadian Focused Small\/Mid Cap Equity Fund over a ten-year performance period. The awards are based on objective, quantitative criteria and Refinitiv Lipper\u2019s methodology can be viewed ici (en anglais)<\/a>.<\/p>\n

\u201cCongratulations to our outstanding equity investment team, including Sharon, Amar, Tracy and Victoria, and in particular, David Barr, who has managed the Fund since inception,\u201d said Felix Narhi, Pender\u2019s CIO. \u201cOur mission at Pender is to actively manage first quartile, differentiated strategies over the long-term for like-minded clients. What makes this award special is that it not only recognizes the long-term performance that we strive to achieve for our clients, but includes the recent period of extreme uncertainty and volatility which stress tested our investment process. The team moved quickly and decisively to protect capital first, but was then able to capitalize on an extraordinary opportunity set.\u201d<\/p>\n

This is the fourth time the Pender Small Cap Opportunities Fund has been recognized with a Refinitiv Lipper Fund Award. For three consecutive years from 2015-2017 the Fund was recognized as the best Canadian Small\/Mid Cap Equity Fund for its performance over both three and five-year periods.<\/p>\n

David Barr, Portfolio Manager of the winning Fund said, \u201cWe are truly delighted that the Pender Small Cap Opportunities Fund has been independently recognized with a Refinitiv Lipper Fund Award. With everything that markets have thrown at us, and in particular the dynamics of the small cap universe, I am immensely proud of the investment team behind the numbers. They have stuck to our investment process, uncovering outstanding but overlooked investments in our aim to not only protect but to grow the wealth of our clients, who we thank for their continued support\u201d. He added \u201cWe are also very grateful to the talented CEOs and management teams at the helms of these small cap companies who have the courage and drive to build such wonderful businesses\u201d.<\/p>\n

The Pender Small Cap Opportunities Fund was launched on June 1, 2009. It is an opportunistic, concentrated portfolio of undervalued small and microcap companies that are predominantly Canadian. The Manager looks for out-of-favour, market-leading businesses with strong underlying economics and management teams. Taking advantage of market inefficiencies, these businesses are purchased with a margin-of-safety, or discount to intrinsic value, with a goal of minimizing downside risk and providing a longer runway to potential capital appreciation. Portfolio holdings include special situations and M&A candidates.<\/p>\n

\u201cThis year\u2019s Refinitiv Lipper Fund Awards recognized the steadfast resolve of award-winning managers and firms who successfully navigated one of the sharpest market downturns and recoveries on record, enabling investors to maintain a level of economic confidence amidst a backdrop of uncertainty. In a year that endured the impacts of an unprecedented global humanitarian crisis, in which markets reflected investors\u2019 emotions of shock and optimism, there was a degree of solace in having one\u2019s financial fortunes overseen by the stewardship of professional money managers. We congratulate the 2021 Refinitiv Lipper Fund Award winners and wish Pender continued success.\u201d Robert Jenkins, Head of Research, Lipper, Refinitiv.<\/p>\n

Au sujet de Gestion de capital PenderFund lt\u00e9e<\/strong>
\nPender, soci\u00e9t\u00e9 ind\u00e9pendante appartenant \u00e0 ses employ\u00e9s, a \u00e9t\u00e9 \u00e9tablie en 2003 \u00e0 Vancouver, en Colombie-Britannique. Son objectif consiste \u00e0 prot\u00e9ger et \u00e0 faire fructifier le patrimoine de ses investisseurs au fil du temps. Forte de son \u00e9quipe talentueuse compos\u00e9e d\u2019experts dans l\u2019analyse, la s\u00e9lection des titres et la recherche ind\u00e9pendante, Pender g\u00e8re activement sa gamme de fonds de placement en exploitant les inefficacit\u00e9s du march\u00e9 afin de r\u00e9aliser ses objectifs.\u00a0<\/p>\n

Please read important disclosures ici (en anglais)<\/a>.\u00a0<\/p>\n

Au sujet des Refinitiv Lipper Awards<\/strong>
\nThe Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award.<\/p>\n

For more information, see www.lipperfundawards.com<\/a>.<\/p>\n

Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.<\/p>\n

Pour plus de renseignements, veuillez communiquer avec :
\nMelanie Moore <\/strong>
\nVice-pr\u00e9sidente du marketing, Gestion de capital PenderFund lt\u00e9e
\nmmoore@penderfund.com
\n(604) 688-1511
\nSans frais : (866) 377-4743<\/p>","protected":false},"featured_media":0,"template":"","meta":{"_acf_changed":false},"fund-type":[],"news-type":[],"class_list":["post-35204","news","type-news","status-publish","hentry"],"acf":[],"yoast_head":"\nPender Fund Receives Industry Recognition With Fourth Refinitiv Lipper Fund Award - PenderFund Capital Management<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/penderfund.com\/fr\/news\/pender-fund-receives-industry-recognition-with-fourth-refinitiv-lipper-fund-award\/\" \/>\n<meta property=\"og:locale\" content=\"fr_CA\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Pender Fund Receives Industry Recognition With Fourth Refinitiv Lipper Fund Award\" \/>\n<meta property=\"og:description\" content=\"PenderFund Capital Management Ltd. (\u201cPender\u201d) is pleased to announce that one of its investment funds has received industry recognition with an award. The Pender Small Cap Opportunities Fund has been recognized as a Refinitiv Lipper Fund Awards Canada 2021 Winner and named the best Canadian Focused Small\/Mid Cap Equity Fund over a ten-year performance period. 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