{"id":175,"date":"2018-02-20T15:48:06","date_gmt":"2018-02-20T15:48:06","guid":{"rendered":"http:\/\/localhost:8888\/?page_id=175"},"modified":"2024-05-09T09:55:15","modified_gmt":"2024-05-09T13:55:15","slug":"learning","status":"publish","type":"page","link":"https:\/\/private.pml.ca\/?page_id=175","title":{"rendered":"Learning"},"content":{"rendered":"<p>&nbsp;<\/p>\n<p id=\"tagline\">Every year, Pembroke client service professionals meet with hundreds of Pembroke clients. Every year, the Pembroke investment team meets with hundreds of innovative, fast-growing companies.<\/p>\n<p id=\"tagline\">Therein lies the potential for insight: insight about what interests our clients and insight about how innovative growth companies are changing the world.<\/p>\n<p id=\"tagline\">In Pembroke Perspectives and the other documents and reports below, we try to bring these insights together, to inform our clients and help them with their investment decisions.<\/p>\n<h2 id=\"perspectives\">PERSPECTIVES<\/h2>\n<p>Perspectives is Pembroke&#8217;s quarterly newsletter that sums up market activity and changes in our holdings while providing insight into Canadian, US and global markets for the quarter ahead. It&#8217;s a deep dive, but we also think it&#8217;s a rewarding read and that&#8217;s been confirmed by our clients.<\/p>\n<p>When it comes to your investments and your financial security, there is value in the details.<\/p>\n<p><a href=\"http:\/\/private.pml.ca\/archives\/#perspectives\">Read previous issues of Perspectives here.<\/a><\/p>\n<h2 id=\"virtual-presentations\">VIRTUAL PRESENTATIONS<\/h2>\n<p><a href=\"https:\/\/vimeo.com\/showcase\/pembroke-virtual-events\">Archive &#8211; All Past Recordings<\/a><\/p>\n<h2 id=\"talking-points\">TALKING POINTS<\/h2>\n<ul>\n<li><a href=\"https:\/\/private.pml.ca\/wp-content\/uploads\/2021\/01\/CLCT-letter-to-shareholders-January-15-2021-Final.pdf\">Second Pembroke Letter to CLCT Shareholders<\/a><\/li>\n<li><a href=\"https:\/\/private.pml.ca\/news\/innovations-in-wealth-management-no-such-thing-as-finished-business\/\">Innovations in Wealth Management III &#8211; No Such Thing as Finished Business<\/a><\/li>\n<li><a href=\"http:\/\/private.pml.ca\/news\/innovations-in-wealth-management-diversification\/\">Innovations in Wealth Management II &#8211; Perspectives on Diversification<\/a><\/li>\n<li><a href=\"http:\/\/private.pml.ca\/news\/innovations-in-wealth-management-the-benefits-of-combining-active-and-passive-management\/\">Innovations in Wealth Management I &#8211; The benefits of Combining Active and Passive Management<\/a><\/li>\n<li><a href=\"http:\/\/private.pml.ca\/news\/patient-capital\/\">Patient Capital<\/a><\/li>\n<li><a href=\"http:\/\/private.pml.ca\/the-importance-of-alignment\/\" target=\"_blank\" rel=\"noopener noreferrer\">The Importance of Alignment<\/a><\/li>\n<li><a href=\"http:\/\/private.pml.ca\/its-time-in-the-markets-not-timing-the-market\" target=\"_blank\" rel=\"noopener noreferrer\">It&#8217;s time in the markets, not timing the market<\/a><\/li>\n<\/ul>\n<h2 id=\"portfolio-stories\">PORTFOLIO STORIES<a href=\"http:\/\/private.pml.ca\/archives\/#talking\"><\/a><\/h2>\n<p>Learn more about the entrepreneurial companies and leaders we meet on our road trips, both current holdings in our portfolios and holdings from years gone by. You&#8217;ll find they all have a lot in common. <a href=\"http:\/\/private.pml.ca\/archives\/#portfolio\">See all portfolio stories here.<\/a><\/p>\n<h2 id=\"news\">ANNOUNCEMENT<\/h2>\n<ul>\n<li><a href=\"https:\/\/private.pml.ca\/wp-content\/uploads\/pdf\/PR-Pembroke-202405_RISK-ENG_21797968_1.pdf\">Risk Rating Increases for Pembroke American Growth Fund, Pembroke Canadian Growth Fund and Pembroke Concentrated Fund<\/a><\/li>\n<li><a href=\"https:\/\/private.pml.ca\/wp-content\/uploads\/2024\/05\/Pembroke-PR-EN_May-1_2024_21806267_1.pdf\">Changes to the Investment Objectives Pembroke International Growth Fund<\/a><\/li>\n<li><a href=\"https:\/\/private.pml.ca\/wp-content\/uploads\/pdf\/Press-Release_PDIV-Risk-Rating.pdf\">Pembroke Private Wealth Management Ltd. Refiles Fund Fact and Interim Management Report of Fund Performance for the Pembroke Dividend Growth Fund<\/a><\/li>\n<li><a href=\"https:\/\/private.pml.ca\/wp-content\/uploads\/pdf\/Notice-to-Pembroke-Securityholders-Distribution-Date-and-Name-Change_16069961_2.pdf\">Change of distribution dates of funds and change of name to Pembroke Growth and Income Fund<\/a><\/li>\n<li><a href=\"https:\/\/private.pml.ca\/wp-content\/uploads\/pdf\/CLCT-letter-to-shareholders-December-18-2020.pdf\">Pembroke Letter to Collectors Universe Shareholders<\/a><\/li>\n<li><a href=\"https:\/\/private.pml.ca\/news\/gbc-funds-to-be-rebranded-as-pembroke-funds\/\">GBC Funds to be Rebranded as Pembroke Funds<\/a><\/li>\n<li><a href=\"https:\/\/private.pml.ca\/news\/pembroke-becomes-a-signatory-to-the-united-nations-principles-for-responsible-investment-unpri\/\">Pembroke Becomes a Signatory to the United Nations Principles for Responsible Investment (UNPRI)<\/a><\/li>\n<li><a href=\"http:\/\/private.pml.ca\/news\/pembroke-family-advantage\/\">Pembroke Family Advantage<\/a><\/li>\n<li><a href=\"http:\/\/private.pml.ca\/news\/responsible-investment-policy-worth-remembering\/\">Responsible Investment Policy Worth Remembering<\/a><\/li>\n<\/ul>\n<p>Looking for more?\u00a0<a href=\"http:\/\/private.pml.ca\/archives\/\">Visit the Pembroke archive.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>&nbsp; Every year, Pembroke client service professionals meet with hundreds of Pembroke clients. Every year, the Pembroke investment team meets with hundreds of innovative, fast-growing companies. Therein lies the potential for insight: insight about what interests our clients and insight about how innovative growth companies are changing the world. In Pembroke Perspectives and the other [&#8230;]<\/p>\n<p><a class=\"btn btn-secondary understrap-read-more-link\" href=\"https:\/\/private.pml.ca\/?page_id=175\">Read More&#8230;<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":182,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-175","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/private.pml.ca\/index.php?rest_route=\/wp\/v2\/pages\/175","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/private.pml.ca\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/private.pml.ca\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/private.pml.ca\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/private.pml.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=175"}],"version-history":[{"count":183,"href":"https:\/\/private.pml.ca\/index.php?rest_route=\/wp\/v2\/pages\/175\/revisions"}],"predecessor-version":[{"id":15949,"href":"https:\/\/private.pml.ca\/index.php?rest_route=\/wp\/v2\/pages\/175\/revisions\/15949"}],"up":[{"embeddable":true,"href":"https:\/\/private.pml.ca\/index.php?rest_route=\/wp\/v2\/pages\/182"}],"wp:attachment":[{"href":"https:\/\/private.pml.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=175"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}