March 24, 2025
At Pembroke Private Wealth Management, our priority has always been to deliver the best investment experience for our clients. That is why we are pleased to share that, starting May 1, 2025, the Pembroke International Growth Fund will be managed directly by the in-house Pembroke Management investment team, in Montreal.
This is a natural evolution of our commitment to high-quality, actively managed portfolios. By bringing the Fund under our direct management, we will be able to provide the returns and diversification benefits you expect from Pembroke, while also enhancing communication with you, our clients.
Learn more:
WHAT THIS MEANS TO YOU
- A Seamless Transition – If you have units of the Fund, no action is required on your part. The Fund’s investment objective remains the same: to provide long-term growth through a diversified portfolio of high-quality international companies.
- Greater Alignment – Our team has decades of experience identifying high-quality growth opportunities. Managing the Fund in-house will ensure full alignment with Pembroke’s investment approach.
- Improved Access – With this change, our investment professionals will be even more accessible to discuss performance, strategy, and how the Fund fits within your portfolio.
THANK YOU TO OUR LONG-STANDING PARTNERS
Chicago-based William Blair Investment Management has been a trusted sub-advisor to the Fund for many years. We are grateful for their partnership and expertise, which have contributed to the Fund’s strong foundation.
LOOKING AHEAD
This transition reflects our deep commitment to integrity, excellence, accountability and alignment with your interests. We are confident that this change will deliver even greater value to our Canadian clients, and we look forward to continuing to grow with you.
If you have any questions about this transition, please do not hesitate to contact your Pembroke representative.
The Pembroke Team
Download the official press release here.
