Emily Wheeler joined Pender in October 2019 and is a Portfolio Manager working on the Pender Corporate Bond Fund and the Pender Bond Universe Fund.
Prior to joining Pender, Emily worked for a Vancouver based investment management firm that ran mandates including value, fixed income, growth and several alternative strategies. She began her career there in 2004 and gained experience in many aspects of the firm’s business. Emily traded equities, fixed income, options and currency for the firm’s growth, value, fixed income and an alternative strategy mandate and most recently held the title of Portfolio Manager working with the firm’s value and high yield teams.
Emily holds a Bachelor of Arts degree from the University of British Columbia. She obtained her Chartered Financial Analyst (CFA) designation in 2010 and is a CFA charterholder and a member of CFA Society Vancouver.
The return of the class F units of the Pender Bond Universe Fund for the three-month period ended January 31, 2022 was -0.5%[1]. For the full calendar year of 2021, the class F units were up 2.0%1 with average quarter-end duration of 4.6 years, decreasing somewhat into year-end to 4.03 years at December 31. When […]
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