Our Team

Kelly Edmison, LL.B., President

Mr. Edmison is President and CEO of Pender, which he founded in 2002. Mr. Edmison oversees all business activities of Pender's fund management and venture capital businesses. His focus is to build a leading west coast mutual fund company, offering forward-thinking, value-based products which generate outstanding returns.

Prior to founding Pender, Mr. Edmison practiced law for over 20 years, with much of his time focused on representing BC-based technology companies.

For the last 15 years he has been a director and officer for a number of successful companies in a variety of sectors, including technology, products and services, and healthcare. He is currently Chairman of Icron Technologies Inc. (TSX-V:IT) and Monexa Technologies Corp. (TSX-V:MXA) and a director of Radiant Communications Inc. (TSX-V:RCN).  Mr. Edmison has been active with the British Columbia Technology Industry Association (BCTIA) and the Vancouver branch of Social Venture Partners.

Mr. Edmison has a BA in Economics from the University of Toronto and a law degree from Queen's University.

David Barr, CFA, Chief Investment Officer

Mr. Barr is Portfolio Manager for Pender Small Cap Opportunity Fund. He has managed Pender Growth Fund since its inception in 2003. In 2000, Mr. Barr became the Investment Manager at FutureFund and remained with the Fund, becoming Portfolio Manager, when it was transferred to Pender and renamed Pender Growth Fund.

Mr. Barr manages the overall investment strategy for Pender establishing the rigorous investment criteria and valuation thresholds used to assess all potential investments. He identifies companies in the "Pender Value Zone" - a sweet spot in the market where Pender believes promising businesses with significant growth potential are overlooked and undervalued.

Mr. Barr holds a Bachelor of Science degree from the University of British Columbia and an MBA from the Schulich School of Business. He earned his CFA designation in 2003 and is a member of the CFA Institute and is on the Board of Directors for CFA Vancouver.

Kelvin Kwong, CA, CFA, Chief Financial Officer

 

Mr. Kwong joined Pender as Chief Financial Officer in April 2010.

 

Previously, Mr. Kwong was the Director of Finance & Product Development at Inhance Investment Management Inc., a division of Vancity Credit Union. Prior to Vancity, Mr. Kwong articled at PricewaterhouseCoopers LLP.

 

Mr. Kwong is a Chartered Accountant and CFA Charterholder and holds a Bachelor of Commerce (Honours) degree from the Sauder School of Business at the University of British Columbia.
 

 

Sarah Scott, Manager of Administration

Mrs. Scott joined Pender in June 2006 and has been managing all administrative functions since October 2006. As well as managing the Pender office she handles certain areas of customer service for Pender's funds.

Prior to Pender, Mrs. Scott was the Office Manager for a local import-export business.

Mrs. Scott has a certificate in Legal Administration and has completed a number of accounting and business administration courses.

Fund Pricing

February 17, 2012

Class B (111, 112, 113): $4.56
Class R (121, 122, 123): $4.16
Class C (Price provided is based on the current NAV. To find market price please refer to PTF-V.): $.4