Small Caps in a Balanced Fund

On August 5, 2021, Morningstar published an article about the Pembroke Canadian Balanced Fund, one of our five-star gold-rated funds.

It discusses the fact that its stock style is much more small-cap oriented than its category or index, while also picking companies that are only slightly more growth-oriented than the rest of the pack.

Our own Doug Pospisil, portfolio manager and director of research at Pembroke Management, explains why.

Read the article on Morningstar’s website.

Why these ‘Gold’-Rated Funds Might Appeal to DIY Investors

On June 30, 2021, three Pembroke Mutual Funds were featured in a Globe and Mail article on Canadian Mutual Funds entitled “Why these ‘Gold’-Rated Funds Might Appeal to DIY Investors”.

We are proud to be featured in such company.

Read the article for more information.


**Note: Pembroke does not charge management fees at the Fund level for the Funds in this article. Management fees are charged outside of the Fund to investors directly and are not part of the MER. The management fees are established on the amount of assets invested with Pembroke.