Fundraising Fox

David Barr

Investor

CEO & Portfolio Manager at Pender Growth Fund

Vancouver

About

CEO of Pender and portfolio manager of several funds; became a partner at PenderFund in 2007, was appointed CIO and later President and CEO in 2016. An award-winning value investor and CFA charterholder.

Experience

  1. PenderFund Capital ManagementCEO & Portfolio Managercurrent2016 β€” present
  2. PenderFund Capital ManagementPresident, CEO and Portfolio Manager2016 β€” 2021
  3. PenderFund Capital ManagementChief Investment Officer & Portfolio Manager2009 β€” 2016
  4. PenderFund Capital ManagementCFO & Investment Manager2003 β€” 2009
  5. CFA Society VancouverPast President2009 β€” 2014
  6. FutureFund CapitalInvestment Manager2000 β€” 2003

Education

  1. Schulich School of Business - York UniversityMBA, Finance1998 β€” 2000
  2. The University of British ColumbiaBachelor, Biology1992 β€” 1997

Skills & more

Investment Strategies60Equities21Investments51Investment Advisory9Portfolio Management51Mutual Funds30Asset Allocation7Financial Modeling8Investment Management3Valuation4Securities17Strategic Financial Planning2
+12 moreWealth ManagementHedge FundsEquity ResearchRetirement PlanningFixed IncomeFinanceAlternative InvestmentsAsset ManagmentStrategyBloombergVenture CapitalCapital Markets

From David's professional profile.

Same school

Shared employers

Also worked at PenderFund Capital Management1

Also worked at CFA Society Vancouver1

Colleagues at Pender Growth Fund