The performance disparity between the Russell 2000 and S&P 500 has David Barr and Felix Narhi seeing opportunity in small- and mid-cap stocks. The[y]…don’t necessarily think North American small caps are cheap. But they do believe […]
The performance disparity between the Russell 2000 and S&P 500 has David Barr and Felix Narhi seeing opportunity in small- and mid-cap stocks. The[y]…don’t necessarily think North American small caps are cheap. But they do believe […]
Pender, the manager of the Pender Mutual Funds, today announced a portfolio advisor change for the Pender Balanced Fund.
“Portfolio managers say valuations have dropped to attractive levels…Barr, an investor who seeks companies that can increase their earnings at a faster rate than the S&P 500, adds: “We’ve been building positions in companies that […]
In addition to steering clear of Canadian energy and mining small caps, one way to limit exposure to commodity weakness is by investing in companies with substantial cross-border revenues, said David Barr, chief investment officer […]
“The strength of the company’s technology and increasing market demand has allowed Absolute to grow “almost on auto-pilot,” says David Barr of PenderFund Capital Management.” David Barr gives his reasons for stock pick, Absolute Software, […]
“Tech stocks can help diversify away from the commodity and financial sectors that dominate Canada’s domestic market, while the recent market pullback makes them even better bargains. We asked four portfolio managers for their top […]
The Russell 2000 index seems to be on the comeback trail after a serious dive last week as investors sold off small cap positions in search of stability. But the law of averages suggests some […]
“Our next guest seems to have a knack at picking winning stocks in the small cap arena. The fund that he manages has been an outperformer for years and a stock that he recommended on […]
PenderFund Capital Management Ltd. (“Pender”), is pleased to announce that it is increasing its commitment to Ontario with the appointment of a second wholesaler to the region.
The strength of North American equity markets in the past five years has David Barr and Felix Narhi holding a relatively high amount of cash and recycling the gains from previous winners into other cheap […]
PenderFund Capital Management Ltd. (“Pender”), the manager of the Pender Value Fund (the “Fund”), announces a change to the risk rating associated with investing in the Fund. This change is reflected in the Fund’s simplified […]
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 […]
I often get asked the question, “Are you a value investor or a growth investor?” When asked that way I find that it is usually loaded with a predefined understanding about the two most popular […]
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 […]
“A value investor, Barr has long favoured technology stocks, which account for about 50% of the fund, mainly because of their double-digit growth characteristics. “Looking at these companies through a value investor’s lens, you can […]