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.
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.
Pembroke's Virtual Event Series: RecordingsWatch or watch again the recordings of Pembroke's past virtual event. Read More
Pembroke Family Advantage Program
Pembroke's Mission equals client valuePembroke'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
About our BusinessPembroke 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.