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Pender Value Fund Series A (0P0000Z6II)

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24.292 +0.240    +0.99%
27/11 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 124.83M
Pender Value Fund Series A 24.292 +0.240 +0.99%

Pender Value Fund Series A Overview

 
On this page you'll find an in-depth profile of Pender Value Fund Series A. Learn about the key management, total assets, investment strategy and contact information of 0P0000Z6II among other information.
Category

Global Small/Mid Cap Equity

Total Assets

124.83M

Expenses

Inception Date

Jun 28, 2013

Investment Strategy

The investment objective of the Fund is to achieve capital growth over the long-term, while being sufficiently diversified to mitigate volatility. The Fund will invest primarily in Canadian and US securities but may also invest in foreign securities. The Fund will focus on businesses that have the potential for growth over the long term and have securities that trade at favourable prices. The Fund will be primarily invested in Canadian companies, with a maximum weight of 10% invested in businesses that are domiciled outside North America at the time of initial purchase.

Contact Information

Address 1640-1066 W Hastings Street
Vancouver,BC V6E 3X1
Canada
Phone 6046881511
Fax 604-563-3199

Top Executives

Name Title Since Until
David Barr Other Executives 2013 Now
Biography "David Barr is the CEO of Pender. He is also the Portfolio Manager of several of Pender’s funds. In 2021 David was honoured to be recognized as Investment Executive’s Mutual Fund Manager of the Year. The Pender Small Cap Opportunities Fund, managed by David, was recognized as a Refinitiv Lipper Fund Awards Canada 2021 Winner and named the best Canadian Focused Small/Mid Cap Equity Fund over a ten-year performance period. It had previously won a Lipper Fund Award for Best Canadian Small/Mid Cap Fund over both three and five year performance periods in 2015, 2016 and 2017.
Felix Narhi Portfolio Manager 2013 Now
Biography "Felix Narhi is the Chief Investment Officer of Pender and the Portfolio Manager of the Pender Strategic Growth and Income Fund, and Co-Manager of the Pender Value Fund. The Pender Value Fund has received Fundata’s FundGrade® A+ Award in 2016 and 2017. This award recognizes funds that have maintained “an exceptional performance rating over the entire previous calendar year”. Prior to joining Pender in July 2013, Felix spent over nine years at an independent and value-oriented investment firm in Vancouver.
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