Sharon Wang joined the Manager’s Investment Team in November 2013 and is a Senior Equity Analyst.
Prior to joining the Manager, Sharon was a Research Associate at a brokerage firm based in Vancouver, where she specialized in the information technology and consumer products sectors and special situations.
Sharon has a profound knowledge of the Canadian/US small cap tech landscape, and she has been responsible for uncovering many strong portfolio contributors over the years. Top contributing takeout names for Pender’s portfolios include QHR, Glentel, Solium, BSM, Carbonite, Cloudera, and SharpSpring.
Sharon holds a BA in English Literature. She also holds a MSc Finance from the Carroll School of Management at Boston College, MA.
As published in Conseiller (in French) on 12 August, 2024. Investment success over the long term is based on the positive synergy of three pillars which form the basis of alpha generation through various market cycles. For professional investors, table stakes are 1) clarity of goals and alignment across the whole company and, 2) having […]
Highlights One of our largest holdings, Copperleaf Technologies Inc (TSX: CPLF) announced it was to be acquired for $12.00 per share. It was among our top three contributors for the quarter, along with Sylogist Ltd (TSX: SYZ). and TerraVest Industries Inc (TSX: TVK). Top detractors this quarter included Dye & Durham Ltd (TSX: DND), Chesswood […]
The investing adage that returns are greatest where capital is most scarce applies well to small cap stocks. These firms, often founder-led or family-owned, tend to be less well capitalized than larger enterprises and they have suffered the most during the recent period of rising interest rates. But this is not the first time they […]
As published in the Globe & Mail on July 9, 2024 (for subscribers only) There are thousands of publicly listed companies globally, yet only a small percentage generate long-term wealth for shareholders. In a study that analyzed the performance of 64,000 global stocks over a 30-year period, from January 1990 to December 2020, researchers discovered […]
Highlights The Fund generated excess returns mainly driven by company-specific performance. Rotation into high quality growth companies is now complete. The Fund exited several smaller positions and created new positions in a Canadian SaaS firm and select U.S.-based companies in the cannabis sector. Fund Performance What a way to start the year! Our Fund had […]
First published in Financial Post: FP Answers on January 26, 2024 Question: In 2023 investment returns were primarily driven by the “Magnificent Seven”, U.S.-based, high-tech stocks. What about Canadian high-tech? What should investors look for in a Canada-based high-tech company? – Marisa. Answer: FOMO was alive and well through 2023 with the so-called “Magnificent Seven” attracting the […]
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