Pender US Small/Mid Cap Equity Fund

Pender US Small/Mid Cap Equity Fund - November 2024

We Are Live! This is a great time to be launching the Pender US Small/Mid Cap Equity Fund. The historical premium small- and mid-cap stocks traded at relative to large caps has turned into a discount following the strong run up in large caps over recent years. Given the outperformance of small- and mid-caps over […]

Read More
PenderFund Capital Management launches a new US Small/Mid Cap Equity Fund

VANCOUVER, B.C., November 28, 2024 - PenderFund Capital Management Ltd. (“Pender”) is pleased to announce the launch of the Pender US Small/Mid Cap Equity Fund, designed to provide investors with access to the compelling investment opportunities in the US small- and mid-cap equity market. Managed by Aman Budhwar, CFA, the Fund seeks to invest in […]

Read More
FP Answers: What does having a ‘moat’ mean in investing?

Question: In a fast-changing world of high-tech and geopolitical challenges, can you explain what having a “moat” means today? How can a small investor know if a company has a sustainable competitive advantage? — Cassandra Answer: Sustainable value creation has two dimensions: the magnitude of returns in excess of the cost of capital, and how long […]

Read More

Sign Me Up

Receive a hand-picked selection of our latest insights monthly, straight to your inbox.

"*" indicates required fields

Email Opt In

© 2025 PenderFund Capital Management Ltd. All Rights Reserved.
crossmenuchevron-downchevron-up-circle linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram