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Perspectives Newsletter – July 2023 Issue
As we navigate through 2023, we find ourselves in a dynamic and evolving economic landscape. Despite various challenges, the resilience of the markets continues to be visible as we witness a strong rebound from the trough levels of last year.
At Pembroke, our commitment to long-term investment strategies remains steadfast.
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Pembroke Concentrated Fund Commentary (Q2)
Over the last year, the Pembroke Concentrated Fund (PCF) gained approximately 23%* compared to a 15% gain in the Fund’s benchmark, the Russell 2000 Index (R2000), with the fund gaining on an absolute and relative basis for the fourth consecutive quarter.
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Pembroke's Virtual Event Series: Recordings
Watch or watch again the recordings of Pembroke's past virtual event. Read More
Pembroke Family Advantage Program
Pembroke's FAQ
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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.