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Perspectives Newsletter
With inflation coming down, a brighter future appears to be on the horizon for financial markets. In the current environment, Pembroke’s portfolios are very well positioned to grow in the long term.
To better understand the investment team’s current analysis, we invite you to read the Investment Commentary and Outlook article.
Concentrated Fund Commentary (Q1)
Over the last year, the Pembroke Concentrated Fund (“PCF”) gained approximately 5% compared to a 4% decline in its benchmark, the Russell 2000 Index (“R2000”). Much of PCF’s absolute performance came in the first quarter of 2023, as the Fund and US markets more generally recovered from a challenging 2022*.
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Pembroke's Virtual Event Series: Recordings
Watch or watch again the recordings of Pembroke's past virtual event. Read More
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Pembroke Announces Risk Rating Change
Pembroke Private Wealth Management Ltd. (“Pembroke”), the manager of the Pembroke Concentrated Fund (the “Fund”) announced that, effective today, the risk rating for the Fund has changed as outlined below. There are no changes to the investment objectives, strategies, or management of the Fund.
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Pembroke Family Advantage Program
As we celebrate 50 years of serving the investment needs of our clients and their families, we are pleased to announce the Pembroke Family Advantage Program. The Program enables you to extend many of the Pembroke benefits that you enjoy to virtually all members of your family. Benefits include using the combined value of family holdings to determine management fees. Read more
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Pembroke's Mission equals client value
Pembroke's Mission/Vision statement and guiding Values are purpose-driven and focused on client outcomes. Our Mission: To help our clients secure their financial futures. Our Vision: To be a premier investment boutique for discerning investors. In the words of Managing Partner Ian Aitken: "We exist to serve the investment needs of our clients and have been focused on doing just that for 50 years." Read more
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About our Business
Pembroke Private Wealth Management, established in 1988, is an independent, boutique wealth management firm and a subsidiary of Pembroke Management, established in 1968. To access information about Pembroke Management, click on the Institutional navigation at the top of this home page.
For non-institutional investors, our products are only available to residents of Canada.
