August 2025
Since 1968, Pembroke has remained steadfast in its mission: investing in quality growth companies with aligned management teams and long-term value creation potential.
We are pleased to introduce the Pembroke Global Growth Pooled Fund*, expanding our offering across the full market capitalization spectrum. This news follows the transition of the investment advisory role for the Pembroke International Growth Fund from an external firm to our in-house team.
As part of an effective wealth management strategy, the two funds will be positioned to deliver the value you expect. By focusing on high-quality international investments and offering access to the decision makers behind the strategies, we provide you with tools to build a bespoke portfolio that aligns with your long-term goals.
A NATURAL EVOLUTION
Pembroke’s strategies have historically focused on small and medium-sized growth companies in Canada, the United States, and international markets. Over the decades, this focus has allowed Pembroke to hone its expertise in identifying entrepreneurial businesses with strong management teams, solid financials, and compelling growth opportunities.
The Pembroke Global Growth Pooled Fund* is a natural extension of this expertise. The strategy offers diversified exposure across market capitalizations, while remaining true to our core investment philosophy.
Key facts about the new fund:
- Global exposure (United States and International markets)
- Mid to large capitalization companies ($10 billion or more)
- Above-average long-term earnings growth potential
- Diversification across sectors
- 30 to 60 holdings
This addition to Pembroke’s solution suite reflects our confidence in our investment principles and the strength of our experienced team.
MEETING EVOLVING NEEDS
As an investor, your financial needs will continue to evolve and may become more complex. We, at Pembroke, recognize the importance of offering investment solutions tailored to those needs and addressing the various stages of wealth accumulation and diversification.
While some investors are drawn to the agility and growth potential of small cap equities, others may prioritize the stability and visibility large businesses. The Pembroke Global Growth Pooled Fund* expands Pembroke’s range to reflect the full spectrum of the global equity universe—all while maintaining the disciplined, long-term perspective that defines our firm.
It may be worth investigating your overall asset allocation to determine whether this new strategy offers a complement or alternative to your existing exposures. Our expanded offering means we have more tools to help you on your wealth journey.
Our intention is to ensure you are provided with information on Pembroke’s full offering so you can make informed decisions. We are committed to growing with you—offering the insights and tools you need at every stage of your financial journey.
If you would like to schedule a call to discuss further, do not hesitate to contact you Pembroke representative.
*Important note: currently, the Pembroke Global Growth Fund is a pooled fund. This is a prospectus-exempt product that is only available to investors who meet the definition of an “accredited investor” under securities legislation.
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Disclaimer
This report is for the purpose of providing some insight into Pembroke and the Pembroke funds. Past performance is not indicative of future returns. Any securities listed herein, are for informational purposes only and are not intended and should not be construed as investment advice nor is it a recommendation to buy or sell any particular security. Factual information has been taken from sources we believe to be reliable, but its accuracy, completeness or interpretation cannot be guaranteed. Pembroke seeks to ensure that the content of this document is correct and up to date but does not guarantee that the content is accurate and complete and does not assume any responsibility for this. Pembroke is not responsible for decisions or actions taken or made on the basis of information contained in this document.
