Sign In
Get Clay Free →

Suggestions

    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

    Jan 24 · youtube.com
    David Barr on How Pender Is Finding Value in Fast ... - YouTube
    David Barr on How Pender Is Finding Value in Fast ... - YouTube
    Jun 28 · GlobeNewswire
    PenderFund Capital Management Ltd. Announces Risk Rating - GlobeNewswire
    PenderFund Capital Management Ltd. Announces Risk Rating - GlobeNewswire
    David Barr, CFA - Enterprising Investor - CFA Institute Blogs
    Mar 9 · Financial Post
    Like Taylor Swift's career, small-cap stocks are set for a rebound - Financial Post
    Like Taylor Swift's career, small-cap stocks are set for a rebound - Financial Post
    Investment Team - Pender Growth Fund
    Jan 5 · penderfund.com
    David Barr Archives - PenderFund Capital Management
    Dec 13 · penderfund.com
    Investment Executive: David Barr named Mutual Fund Manager of ...
    Mr. David Barr

    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
    David Barr, photo 1
    David Barr, photo 2
    Add to my network

    Location

    Vancouver, British Columbia, Canada