We are focused on owning businesses, not trading stocks.
We seek to obtain more value than we are paying for.
We are independent thinkers and patient opportunists.
We manage high conviction, idiosyncratic portfolios.
We are occasionally contrarian.
Pender Small Cap Opportunities Fund
A truly differentiated and unique offering in the Canadian market, with proven ability to find unique growth ideas and compound capital over the long term.
The Fund aims to provide capital growth from exposure to undervalued businesses. It offers the ability to add a unique alpha sleeve to portfolios complementing existing strategies and diversifying equity growth.
A concentrated portfolio consisting of the “Best Ideas” across North America and globally from the Pender investment team.
The Fund seeks to deliver long-term capital appreciation by leveraging a fundamental, bottom-up investment approach. It maintains flexibility to allocate up to 10% of its assets to international equities, allowing for opportunistic exposure and growth outside North America.
A lower volatility approach to US small/mid-caps through ownership of companies in growth industries that compound earnings over the long term by reinvesting capital at above-average rates of return.
The Fund aims to outperform the US small- and mid-cap market by forming a differentiated view on businesses, targeting quality companies at reasonable valuations.
