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Perspectives Newsletter
In 2023, Pembroke celebrates the fifth anniversary of the Pembroke Concentrated Fund, an important milestone in the life of a fund. While the past five years have been challenging, the results have been impressive. We invite you to listen to the video prepared by Andrew Garschagen, Partner and Portfolio Manager, in which he speaks about the philosophy behind the Fund and its successes.
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Concentrated Fund
In 2022, the Pembroke Concentrated Fund (“PCF”) declined in absolute terms along with the market, as a combination of inflation, interest rate, geopolitical and recession fears pressured financial assets globally. While 2022 disappointed in both absolute and relative terms, the fourth quarter represented PCF’s third straight quarter of relative outperformance when compared to the Russell 2000 benchmark (“R2000”).
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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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2022 Fund Distribution
When it comes to mutual fund distributions, there are few important facts that must be keep in mind as an investor. The Pembroke team creates a overview article to help you understand fund distributions and prepare for the coming tax season.
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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.
