News Type: Other

Investors are looking for reliable solutions in an increasingly complex world. Differentiated strategies such as liquid alternatives are one way to build resilience in portfolios, says Felix Narhi in a featured article on Private Wealth […]

CIO and Portfolio Manager, Felix Narhi penned an article on what makes a contrarian investor a contrarian investor for Benefits and Pensions Monitor. Felix shared his thoughts on the attributes and thought processes that are […]

With the outlook for public markets a little less rosy this year as stock markets globally have slowed down since 2021, the appeal of going public has been dampened, says Maria Pacella, managing partner at […]

“With volatile markets, spiking inflation and rising interest rates, there haven’t been very many hiding spots in the market. SPAC arbitrage provides a unique, low-risk opportunity for investors to earn an attractive return.” Vivien Lou […]

“…the pandemic showed people and organizations that we are capable of rapid change when the situation calls for it”. Maria Pacella answers three questions in her opinion piece for Research Money: “Can we harness the […]

The Planet MicroCap Podcast featured David Barr in it’s 163rd episode. Bobby Kraft and David picked up on David’s keynote presentation at the SNN Virtual Finance Event in January 2021, and dove into a bit […]

For one, the market crash in February that saw stocks erase four years of gains was driven by the deep fear of not knowing how severe COVID was going to be in terms of morbidity. […]

“This continued digital transformation has provided the impetus and Pender Ventures is the vehicle that will position us to double-down on the Pender ‘inflection point’ thesis,”. “Our goal is to help companies scale faster, have […]

“We believe investing in inflection-stage technology companies provides access to a universe of investments that may never arise at a larger stage and to an opportunity set that can provide significant long-term returns.” Maria Pacella’s […]

Identifying when a startup is about to take off is crucial to earning a juicy return; Maria Pacella and her team at PenderFund have a knack for spotting the next big thing. She shares her […]

“If you were to sum up the media portrayal of the average tech company’s journey, it’d go something like this: two geeks in a garage create the new “thing” that everyone’s gonna want on their […]

Yet the energy sector’s poor performance in 2017 has been a positive for Felix Narhi—much to his surprise. As a portfolio manager at PenderFund Capital Management in Vancouver, he mainly focuses on looking for long-term […]

Seeking Alpha talks to Pender President & PM, David Barr.  They discuss “the key drivers behind his funds’ excellent performance, why a cap was placed on the fund and finding value in non-index names are […]

“A ship in the harbour is safe, but that is not what ships are for.”

MoneySense has just published it’s Honour Roll of the best mutual funds, “based on performance, cost and safety.” The Pender Small Cap Opportunities Fund is ranked top in the Canadian Small Cap Funds category.

The Pender Small Cap Opportunities Fund is ranked 6th by Canadian Money Saver in its “Top Funds” chart at the back of the July 2015 edition. Funds were ranked by five year returns at June […]

“Finding inexpensive stocks is more difficult today than it was a few years ago, but David Barr can still locate good buys. Why? Because he’s not afraid to jump on something that suddenly falls in […]

MoneySense has just published it’s Honour Roll of the best mutual funds, “based on performance, cost and safety.” The Pender Small Cap Opportunities Fund is ranked top in the Canadian Small Cap Funds category.

Vancouver’s PenderFund Capital Management celebrated the fifth birthday of its Small Cap Opportunities Fund on June 1st, and at an investor day gathering in downtown Vancouver last Thursday portfolio manager Dave Barr unveiled five year […]

We and eight PenderFund Capital colleagues had the opportunity to attend the recent Berkshire Hathaway Annual Meeting in Omaha. A chance to hear first-hand from two of our value investing icons, Warren Buffett and his […]