About

Pender was founded in 2003 and is an independent, employee-owned investment firm located in Vancouver, British Columbia.

Our goal is to protect and grow wealth for our investors over time. We have a talented investment team of expert analysts, security selectors and independent thinkers who actively manage our suite of niche investment funds, exploiting inefficient parts of the investing universe to achieve our goal.

We believe that small and nimble funds, such as ours, can be opportunistic, accessing unique investment opportunities that are potentially rewarding for investors.
We believe that funds with concentrated portfolios of value‐based investments have the potential to generate superior long‐term, risk‐adjusted returns.
We believe that managers who have their own financial interests aligned with those of investors in the fund show greater conviction in their investment process and act with heightened vigilance of both risks and opportunities.
We believe that a diverse and inclusive team drives more rounded conversations, leading to better decision making for our funds.

Strategy

Pender’s value-based investment strategy, rigorous approach to stock selection and commitment to building strong, lasting relationships with our diverse clientele makes us an excellent choice for institutional investors. Our clients include foundations, family offices and strategic alliances.

Pender offers our institutional clients a suite of niche investment funds, with mandates that include small cap equity, private equity and fixed income.



Industry Focus

Diversified

Year Founded

2003

Contact Info

Suite 1830 – 1066 West Hastings Street
Vancouver, BC V6E 3X2

Front Desk: 1-866-377-4743 | 1-604-688-1511 Fax: 1-604-563-3199

www.penderwest.com

Key Personnel

David Barr, President, CEO and Portfolio Manager
Felix Narhi, Chief Investment Officer, Portfolio Manager

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