Portfolio Manager Discussion – Opportunities in a Volatile Market

The global investment environment remains volatile in the wake of the recent decision by the U.S. administration regarding tariffs on steel and aluminium imports. This shift has reignited trade tensions, despite a previous period of relative calm.

For managers with a long-term view, such as those on the Pembroke team, volatility can, however, allow quality to become apparent. And it is quality companies that create sustainable value.

On June 17, 2025, Jeff Tory and members of the Pembroke investment team held a discussion that included a review of the first six months of the year and their outlook on what lay ahead.

Pembroke International Growth Fund – Meet Our Investment Team

On April 25, Fiona Tan held a virtual discussion with the Pembroke International Growth Fund’s two portfolio managers, Andrew Garschagen and Derrick Gut, as they explored the opportunities in international equities.

At Pembroke, our priority has always been to offer the best experience to our clients. This is why the role of investment advisor for the Fund will be repatriated from the United States to Canada as of May 1st. This is a natural evolution of our commitment to offer high-quality, actively managed portfolios.

The transfer of decision-making from Chicago to Montreal will ensure full alignment with Pembroke’s investment approach. Our investment professionals will also be more easily accessible to clients.

Archive – All Past Recordings

To access an archive of the recordings for all past events, click here.