In April 2024 Pender hosted a live webinar with David Barr, Pender CEO and Portfolio Manager, who provided an update on the opportunities he is seeing in the small cap market.
If you missed this insightful live event, be sure to watch the replay
For financial professionals only
Small and mid-sized companies are more agile than their supersized brethren and often operate segments of the market where inefficiencies reside. Their relative dynamism compared to large- or mega-cap companies presents us with a range of outcomes to generate potential capital gains for our clients.
At Pender, we employ a private equity approach to public markets, using a deep due diligence, research-based process for identifying and investing in high quality small-to-mid cap companies, with the potential for significant capital appreciation.
An opportunistic, concentrated portfolio focused on undervalued small and microcap companies with strong underlying economics, predominantly in Canada.
Effective June 28, 2024, the Pender Small/Mid Cap Dividend Fund merged with the Pender Small Cap Opportunities Fund. On completion of the merger, all of the assets and investments of the Pender Small/Mid Cap Dividend Fund were transferred to the Pender Small Cap Opportunities Fund and unitholders of the Pender Small/Mid Cap Dividend Fund became unitholders of the Pender Small Cap Opportunities Fund.
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