David Barr, CFA, is the CEO and a Portfolio Manager at PenderFund Capital Management, setting the direction for Pender’s overall investment strategy.

Mr. Barr is an advocate of value investing, an investment strategy that determines the intrinsic value of a company and aims to buy the shares of that company at a significant discount to that value (margin-of-safety). He looks for value in unloved and unfollowed parts of the market where he can find quality at a discount. Capital preservation and downside protection a primary concern.

Mr. Barr holds a Bachelor of Science degree from the University of British Columbia and an MBA (Finance and Strategic Management) from the Schulich School of Business at York University. 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.

Articles

The lure of calendar patterns

By David Barr (Published on 03-03-2026)

Small-caps poised for above-average returns in 2026

By David Barr , Amar Pandya (Published on 12-23-2025)

Small caps in the Year of the Dragon

By David Barr (Published on 03-13-2024)

Small caps gaining strength

By David Barr (Published on 01-18-2024)

Small-cap head fake

By David Barr (Published on 10-16-2023)

In the shadow of the ‘magnificent seven’

By David Barr (Published on 07-25-2023)

Investment lessons from Olympic judo

By David Barr (Published on 09-16-2021)

Offense or defense: finding the right balance

By David Barr (Published on 08-25-2020)

Searching for opportunity in crisis

By David Barr (Published on 06-29-2020)