Alternative Equity

Pender Alternative Multi-Strategy Growth Fund

Class A: PGF1100      Class F: PGF1113

Access Pender's best equity ideas in one fund.

A diversified growth equity liquid alternative fund. The Fund allocates across Pender's best equity ideas aiming long-term growth through strategy and style diversification - an ideal complement to traditional equity allocations.

Why Invest

Six Reasons to Consider the Pender Alternative Multi-Strategy Growth Fund

The Fund is designed for investors seeking long-term equity growth with meaningful diversification benefits beyond traditional allocations.

Pender's Best Equity Ideas

Targets long term growth through Pender’s best equity ideas

Style & Strategy Diversification

Provides style and investment strategy diversification across small cap funds

Diversified Returns & Lower Volatility

Aims to diversify returns, lower volatility and reduce drawdowns

Simplified Alternative Equity Access

Offers simplified access and exposure to alternative equity strategies

Tactical Macro Flexibility

Makes tactical asset mix changes as a result of macro-outlook and bottom-up portfolio management views

Tax-Efficient Legacy Structure

Leverages a legacy fund structure for tax efficient investing with capital loss carryforwards (for a limited time)

our approach

A Three-Pronged Strategy

Tactical asset allocation across three distinct equity exposures and underlying strategies, actively managed based on equity market outlook.

COMPOUNDERS

Compounder Strategies (0-60%)

Pender's long-only small cap strategies with the goal of compounding capital over the long-term.
Potential Allocations

ALTERNATIVES

Alternative Equity Strategies (0-60%)
Pender's liquid alternative equity strategies with the goal of complementing and diversifying portfolio asset mix.
Potential Allocations

MARKET NEUTRAL

Market Neutral Equity Strategies (0-30%)
Pender's merger arbitrage strategies intended to reduce portfolio beta, lower volatility and lower portfolio drawdowns.
Potential Allocations
Portfolio allocations are illustrative; actual portfolio mix may differ.

Management

Led by Experienced Investment Talent

The Fund is managed by a team with deep expertise across small cap, alternative equity, and multi-asset strategies.

Greg
Greg Taylor, CFA
Chief Investment Officer & Portfolio Manager
A growth-focused investor with a track record for identifying opportunities while applying disciplined risk management strategies to protect and enhance returns. Greg brings extensive global market experience, with valuable insights and past experience overseeing multi-asset strategies across equities, fixed income and alternatives.
Investing since 1999
Joined Pender in 2025 as CIO

Featured Managers

David Barr
David Barr, CFA
CEO and portfolio manager
  • Micro to mid-cap focus
  • Investing since 2000
  • Joined Pender in 2003
Amar Pandya
Amar Pandya, CFA
portfolio manager
  • Special situation & arbitrage focus
  • Investing since 2011
  • Joined Pender in 2017
Aman Budhwar
Aman Budhwar, CFA
portfolio manager
  • US small & mid-cap equity focus
  • Investing since 2005
  • Joined Pender in 2022

Fund facts

Fund Codes & Fees

Fund Information
Category Alternative Equity Focused
Performance Start Date May 2026
Benchmark S&P/TSX Composite Index
Performance Fee None
Class Fund Code Mgmt Fee Admin Fee
Class A PGF1100 2.10% 0.20%
Class F PGF1113 1.10% 0.20%

About Pender

Protect and Grow

Pender is an independent, employee owned investment firm intent on building an investment platform of strategies focused on non-core parts of the market that we believe offer robust potential for generating value.

Our goal is to protect and grow our clients’ capital and we are solely focused on managing differentiated strategies that aim to generate sustainable value over the long term.

Our talented team of expert analysts, security selectors and independent thinkers actively manage a suite of specialist corporate credit, inefficient and active equity, private technology and other alternative funds.

Learn More

2003

Founded

YVR

Vancouver, BC

Great Place To Work® 

HOW TO INVEST

For More Information

For Advisors

For Investors

Interested in the Pender Alternative Multi-Strategy Growth Fund? 

Please connect with your Financial Advisor to learn more about how this strategy may fit within your portfolio.

We are excited to confirm that Pender is a Great Place To Work® - June 2025

Pender is committed to creating and maintaining a workplace that recognizes and values differences.

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