Focus on the concentrated strategy

On Thursday, March 11th, Andrew Garschagen, Partner and Portfolio Manager, and Dominic Costantini, SVP, Business Development  of Pembroke Management , provided an updated on the Pembroke Concentrated Fund.

Key Takeaways

1. Andrew Garschagen, Lead PM and architect of this fund outlines how the Pembroke Quality Matrix and other Pembroke proprietary tools leveraging our 53 years of investment experience are used to select 15 to 20 stocks from Pembroke’s core portfolios of approximately 110 stocks;

2. The Pembroke Concentrated Fund celebrated its third anniversary on January 31, 2021 and according to Morningstar it ranks in the top 5% of funds in their US Small/Mid cap equity category;

3. We are excited about the prospects for the Fund and the investments which we expect will underpin performance over the next 1-4 years. Andrew discusses six stocks exposed to innovation and growth from trends related to electric vehicles and clean energy.

To learn more, please view the recording here: