| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | Apr 16, 2024 | Pender Small Cap Opportunities Fund | 18.9% | 18.9% | ATZ.TO, KSI.TO, TCXT.V | Canada, Cannabis, fundamentals, growth, M&A, small caps, technology | The fund focuses on Canadian small cap technology companies that are in the early innings of a rebound from the 2021-2022 selloff. 55% of portfolio companies reported record high revenues, indicating strong fundamental performance. Small caps continue to trade at attractive valuations relative to their history and large cap companies. | KSI.TO |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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. | ||||||||