Pembroke’s Virtual Lunch Series: Managing Portfolios During Uncertain Times
Virtual Lunch with a focus on the Governments Response
One of the events that Pembroke had to cancel due to the COVID-19 pandemic was a client lunch with Pierre Fitzgibbon, Quebec Minister of Economy and Innovation.
Nicolas Chevalier, Portfolio Manager and Partner at Pembroke spoke to the Minister on the phone and, with his permission, we are pleased to present a summary of that conversation. To learn more, please click here
Monday, April 6th, 2020
Virtual Lunch with a focus on International Equities
On Monday, March 30th, Andy Flynn, CFA, Portfolio Manager at William Blair LLC recapped what had taken place during the past month and how the GBC International Growth Fund was managed during a period of heightened uncertainty.
William Blair remains close to their companies and has been actively managing the portfolio;
They currently estimate that 10-20% of the companies they hold will emerge from this period in a stronger position;
They expect a trend towards local manufacturing but caution that it is too early to predict the long term impact of the pandemic.