David Barr

CEO & Portfolio Manager at Pender

David Barr is the CEO of Pender. He is also the Portfolio Manager of several of Pender’s funds.

In 2021 David was honored to be recognized as Investment Executive’s Mutual Fund Manager of the Year. The Pender Small Cap Opportunities Fund, managed by David, was recognized as a Refinitiv Lipper Fund Awards Canada 2021 Winner and named the best Canadian Focused Small/Mid Cap Equity Fund over a ten-year performance period. It had previously won a Lipper Fund Award for Best Canadian Small/Mid Cap Fund over both three and five-year performance periods in 2015, 2016, and 2017. The Lipper awards recognize consistently strong, risk-adjusted performance relative to peers. The Pender Small Cap Opportunities Fund also received Fundata’s FundGrade® A+ Award for seven consecutive years from 2012 to 2018.

David holds a Bachelor of Science degree from the University of British Columbia and an MBA from the Schulich School of Business. He earned his Chartered Financial Analyst (CFA) designation in 2003 and is an active member of the Vancouver chapter. He is a past President of CFA Vancouver, having also served on its Board of Directors for four years.

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Timeline

  • CEO & Portfolio Manager

    Current role

  • President, CEO and Portfolio Manager

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