![Emily Vanessa Wheeler](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Emily Vanessa Wheeler
Portfolio Manager-Equities at
PenderFund Capital Management Ltd.
Profile
Ms. Emily V.
Wheeler, CFA, is a Portfolio Manager at PenderFund Capital Management Ltd. She joined Pender in October 2019.
Prior to joining Pender, she worked for a Vancouver-based investment management firm that ran mandates including value, fixed income, growth, and several alternative strategies.
She began her career there in 2004 and gained experience in many aspects of the firm’s business.
Emily traded equities, fixed income, options, and currency for the firm’s growth, value, fixed income, and an alternative strategy mandate and most recently held the title of Portfolio Manager working with the firm’s value and high yield teams.
She received her Bachelor of Arts degree from the University of British Columbia.
Emily Vanessa Wheeler active positions
| Companies | Position | Start |
|---|---|---|
PenderFund Capital Management Ltd.
 PenderFund Capital Management Ltd. Investment ManagersFinance Pender aims to protect and grow wealth over time by active management of their suite of niche investment funds, exploiting inefficient parts of the investing universe to achieve their client's goal. The firm believes that small and nimble funds with concentrated portfolios of value-based investments have the potential to generate superior long-term, risk-adjusted returns. | Portfolio Manager-Equities | 2022-12-31 |
Former positions of Emily Vanessa Wheeler
| Companies | Position | End |
|---|---|---|
Credential Financial, Inc.
 Credential Financial, Inc. Investment ManagersFinance Provides wealth management services | Corporate Officer/Principal | - |
Vertex One Asset Management, Inc.
 Vertex One Asset Management, Inc. Investment ManagersFinance V1 seeks to achieve risk-adjusted return and preserve clients’ capital in both good and bad market conditions over the long-term. The firm’s portfolio managers utilizes common and preferred equities, fixed income, derivatives, direct lending, and arbitrage strategies to offer funds not only diversified by asset class and sector, but by strategy. | Portfolio Manager-Equities | - |
Training of Emily Vanessa Wheeler
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
19
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Vertex One Asset Management, Inc.
Vertex One Asset Management, Inc. Investment ManagersFinance V1 seeks to achieve risk-adjusted return and preserve clients’ capital in both good and bad market conditions over the long-term. The firm’s portfolio managers utilizes common and preferred equities, fixed income, derivatives, direct lending, and arbitrage strategies to offer funds not only diversified by asset class and sector, but by strategy. | Finance |
University of British Columbia
 University of British Columbia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Credential Financial, Inc.
Credential Financial, Inc. Investment ManagersFinance Provides wealth management services | Finance |
PenderFund Capital Management Ltd.
PenderFund Capital Management Ltd. Investment ManagersFinance Pender aims to protect and grow wealth over time by active management of their suite of niche investment funds, exploiting inefficient parts of the investing universe to achieve their client's goal. The firm believes that small and nimble funds with concentrated portfolios of value-based investments have the potential to generate superior long-term, risk-adjusted returns. | Finance |
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