New Global Small-Cap Fund
PenderFund Capital Management Launches New Global Small/Mid Cap Opportunities Fund Managed by Teresa Lee
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PenderFund Capital Management has launched the Pender Global Small/Mid Cap Opportunities Fund, targeting investors who want steady returns from smaller companies worldwide Recorder. The new fund taps into markets where active managers can beat the competition by picking winners that larger investors often miss.
Teresa Lee Leads New Small-Cap Strategy
Teresa Lee, a CFA charterholder and Head of Equity Research at Pender, will manage the fund Recorder. She joined Pender in January 2026 from Sionna Investment Managers, bringing over 25 years of investment experience. Lee already co-manages Pender's Global Small-/Midcap Equity Fund, so she knows the strategy inside and out.
Why Small Caps Attract Active Managers
Small- and mid-cap stocks are less studied than big-name companies. Fewer analysts follow them. This creates gaps that skilled managers can exploit Recorder. Pender believes active management wins in these inefficient corners of the market, where picking the right stocks matters most.
Global Diversification for Risk Management
The fund spreads risk across small and mid-cap companies worldwide, not just in one country Recorder. This global approach helps cushion losses if one region underperforms. Investors get exposure to growth opportunities far beyond their home market.
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