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 documents and reports below, we try to bring these insights together, to inform our clients and help them with their investment decisions.
PERSPECTIVES
Perspectives is Pembroke’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’s a deep dive, but we also think it’s a rewarding read and that’s been confirmed by our clients.
When it comes to your investments and your financial security, there is value in the details.
Read previous issues of Perspectives here.
VIRTUAL PRESENTATIONS
TALKING POINTS
- Second Pembroke Letter to CLCT Shareholders
- Innovations in Wealth Management III – No Such Thing as Finished Business
- Innovations in Wealth Management II – Perspectives on Diversification
- Innovations in Wealth Management I – The benefits of Combining Active and Passive Management
- Patient Capital
- The Importance of Alignment
- It’s time in the markets, not timing the market
PORTFOLIO STORIES
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’ll find they all have a lot in common. See all portfolio stories here.
ANNOUNCEMENT
- Risk Rating Increases for Pembroke American Growth Fund, Pembroke Canadian Growth Fund and Pembroke Concentrated Fund
- Changes to the Investment Objectives Pembroke International Growth Fund
- Pembroke Private Wealth Management Ltd. Refiles Fund Fact and Interim Management Report of Fund Performance for the Pembroke Dividend Growth Fund
- Change of distribution dates of funds and change of name to Pembroke Growth and Income Fund
- Pembroke Letter to Collectors Universe Shareholders
- GBC Funds to be Rebranded as Pembroke Funds
- Pembroke Becomes a Signatory to the United Nations Principles for Responsible Investment (UNPRI)
- Pembroke Family Advantage
- Responsible Investment Policy Worth Remembering
Looking for more? Visit the Pembroke archive.
