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Pender US All Cap Equity I

PGF850
11.34
-0.02
-0.19%
2017-10-13
5 Years
  • Previous Close

    11.36

  • Net Assets

    144.30K

  • Yield

    2.27%

  • 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 100,000
Initial Purchase: IRA 100,000
Initial Purchase: AIP 2,500

Inception

2014-06-30

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