Pender
Pender Small Cap Opportunity Fund
Jul 2026 → Jul 2026
Our archive holds 1 letter from this strategy and positions in 4 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Pender for every strategy.
What it bought and sold
- AddedTelesat Corp.Jul 2026
Telesat Add Continued conviction; thesis unchanged
- ExitedBlackline SafetyJul 2026
Sold position following the take private transaction.
MDA Space was the top detractor of the month despite what we viewed as meaningful positive news.
Also held
- General Fusion Group Ltd.
- Glass House Brands Inc.
- Kinaxis Inc.
- McDermott International Ltd.