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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 11, 2025 | Pender Small Cap Opportunities Fund | 11.0% | -2.0% | CVO.TO, GRID.TO, HPS-A.TO, LSPD.TO, VNP.TO | AI, Canada, Energy Transition, Enterprise Software, growth, small caps, Trade Policy, volatility | The rapid advancement and adoption of AI technologies across sectors is unlocking new efficiencies, redefining competitive moats and creating outsized growth opportunities, particularly for companies with proprietary data and scalable platforms. Coveo Solutions Inc. is highlighted as an AI-powered enterprise search platform that delivers highly relevant search experiences across websites, e-commerce, customer service and workplace applications. | CVO.TO LSPD CN CVO CN |
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| 2026 Q1 | Apr 15, 2026 | Pender Small Cap Opportunities Fund | 4.0% | 4.0% | CVO.TO, PAR, SOIL.TO, SYZ.TO, VNP.TO | AI, Canada, energy, small caps, software, technology, valuation | PAR CVO.TO VNP.TO SOIL.TO |
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| 2024 Q3 | Oct 21, 2024 | White Falcon Capital Management | 6.0% | 8.5% | AMZN, CVO.TO, DAVA, EPAM, FNV, NU, PGO, RTO.L | AI, Cloud, digital transformation, gold, IT Services, Precious Metals, value | Gold has been one of the top-performing assets, up 31.4% YTD, driven by persisting debt and deficits in the West and geopolitical tensions. The fund holds precious metals royalty companies as a hedge against macroeconomic uncertainties, viewing gold as a benchmark of value since the beginning of money. | DAVA |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 23, 2026 | Fund Letters | Pender Small Cap Opportunities Fund | Coveo Solutions Inc. | Software - Infrastructure | Application Software | Bull | Toronto Stock Exchange | AI Beneficiary, AI-powered, Customer service, e-commerce, Enterprise Search, Software, Top Ten Holding | View Pitch |
| Apr 13, 2026 | Fund Letters | Pender Small Cap Opportunities Fund | Coveo Solutions Inc. | Information Technology | Application Software | Bull | TSX | AI, Artificial Intelligence, Canadian, Enterprise software, growth, SaaS, Search Platform, technology | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||