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Pender US All Cap Equity A

PGF800
13.68
-0.03
-0.21%
2017-10-13
5 Years
  • Previous Close

    13.71

  • Net Assets

    8.55M

  • Yield

    1.00%

  • Front load

    None

  • Expenses

    -

  • Category

    US Small/Mid Cap Equity

  • Morningstar Risk

    Below Average

  • Morningstar Rating
Profile

Name of Issuer

Penderfund Capital Management Ltd

Fund Style

Open

Fund Manager

Felix Narhi

Investment Style

Medium Blend

The Pender US All Cap Equity Fund is a high conviction portfolio of undervalued US equities. The manager focuses on long term capital appreciation from a core of “compounders” as well as shorter term “close the discount” stocks that are more opportunistic in nature. Businesses with attractive economic characteristics are purchased at a discount to our estimate of intrinsic value to build out the concentrated portfolio.

Purchase Information

Initial Purchase 5,000
Initial Purchase: IRA 5,000
Initial Purchase: AIP 5,000

Inception

2013-06-28

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