International Growth Strategy, review and outlook

On Wednesday, November 18th, Dominic Costantini, SVP, Pembroke moderated a discussion between Andy Flynn, CFA, Portfolio Manager at William Blair andPeter Morton, Vice chairman and Partner at Pembroke Private Wealth.

Key Takeaways

1. William Blair believes the Pfizer and Moderna “vaccine news” are game changers and set-up the next economic cycle and expansion over a multi-year period;

2. Pembroke and William Blair invest in a socially responsible manner and during the call Andy highlighted select companies we own that align with ESG themes, namely, EDP Renovaveis (wind and solar energy producer) Solaria Energia y Medio Ambiente (solar power generator) and Sweco (sustainable buildings and infrastructure);

3. Andy Flynn is optimistic about opportunities for investments in the Fund, and in particular will soon be gaining access to the China A-share market to invest in Chinese domestic growth businesses.

To learn more, please view the recording here: