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David Barr

CEO & Portfolio Manager at PenderFund Capital Management Ltd.

David Barr is the CEO of PenderFund Capital Management Ltd. and a Portfolio Manager for several of Pender's funds.15 He began his investing career in 2000, initially working in private equity before joining PenderFund in 2007 as a partner and Chief Investment Officer.13 In April 2016, Barr was appointed President and CEO of Pender.13

Barr holds a Bachelor of Science degree from the University of British Columbia and an MBA from the Schulich School of Business.12 He earned his Chartered Financial Analyst (CFA) designation in 2003 and is an active member of the Vancouver chapter, having served as its past President.12

As a portfolio manager, Barr has achieved notable success. The Pender Small Cap Opportunities Fund, which he managed, has won multiple awards, including Lipper Fund Awards for Best Canadian Small/Mid Cap Fund over various performance periods.12

Barr is known for his value investing approach, focusing on estimating the intrinsic value of companies and investing with a margin of safety.4 He is a regular guest on BNN Bloomberg and has been interviewed by various media outlets for his opinions on small cap investing, the technology sector, and value investing.14

In December 2012, Barr was recognized as one of British Columbia's "Top Forty Under 40" business leaders by Business in Vancouver.14 He continues to lead PenderFund Capital Management, overseeing various funds and contributing to the firm's investment strategies.

Highlights

Sep 5 · linkedin

Looking forward to speaking at @Planet Microcap Showcase in Vancouver at 12:30pm tomorrow about @PenderFund’s approach to microcap investing. If you’re unable to join in person, be sure to watch the live webcast as Pender is in good company with a great speaker lineup.

Register to attend here: https://lnkd.in/gvXPgfij For more information, please visit: https://lnkd.in/gd9u3eiF

Jun 9 · linkedin

At Pender we see an exciting opportunity in stressed and distressed credit markets today. The cycle created by the transition in monetary policy and the squeeze from high interest rates now favours stressed and distressed credits. On June 15, 2023, Parul Garg will outline this opportunity and introduce you to the Pender Credit Opportunities Fund, a private, limited partnership fund available to Accredited Investors who meet certain criteria.

We would be delighted if you could join us online at 10am PT/1pm ET on June 15 to hear from Parul and learn more about the opportunity. You can register through the following link. We look forward to seeing you there!

Register Here: https://lnkd.in/gHduarGP Learn more about the Pender Credit Opportunities Fund: https://lnkd.in/gkQrviHG

Related Questions

What are David Barr's key investment strategies?
How has David Barr's background in private equity influenced his investment approach?
What are some notable achievements of the Pender Small Cap Opportunities Fund under David Barr's management?
How does David Barr's approach to small-cap investing differ from other managers?
What are some specific companies in David Barr's portfolio?
David Barr
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Location

Vancouver, British Columbia, Canada