[…] and focuses on client service and business development for both institutional and private clients. Prior to joining Pembroke, he worked in a similar capacity for another Montreal -based investment manager. Andrew spent the first half of his career working in Santiago, Chile, and in London, U.K., as an equity analyst and portfolio manager. He […] […]
[…] third quarter of this year, North American stocks continued their rise from the depths of the March lows. In the face of ongoing uncertainty poised by COVID -19, an acrimonious US election contest, risks surrounding Brexit, and ongoing trade tensions between China and its western trading partners, equities confounded many skeptics, driven by low […] […]
Annual Information Form, March 25th, 2021 Simplified Prospectus, March 25th, 2021 […]
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In this issue of Perspectives, we want to highlight an excellent example of how deep research coupled with patience and a long -term horizon allows for superior investment performance. In the case of Magnet Forensics (“MAGT”), this philosophy enabled us to take advantage of a significant market dislocation when most other investors were too […] […]
[…] PCF’s third straight quarter of relative outperformance when compared to the Russell 2000 benchmark (“R2000”). That being said, the PCF is trailing the Russell over the prior twelve -month period. * All performance metrics stated for PCF A–Class units in CAD. Detailed performance by class and currency listed below. 1–Month 3–Month YTD 1–Year 3–Year Since […] […]
[…] the world. Comments from leading bankers indicate they are willing to tolerate a recession as part of their battle to quell inflation. In the US, the 2 -year and 10–year treasury yield curve inverted, suggesting that market participants are predicting higher interest rates in the near term, followed by an economic slowdown and lower […] […]
[…] we feel the market impacts of these factors are waning, and the potential for a deep or prolonged recession is still unlikely. Our assessment of a post -pandemic world has changed based on the implications of Russia’s invasion of Ukraine, where the risk of higher prices and lower growth have increased. US inflation is […] […]
What we look for in a “Pembroke” stock is a combination of a high -quality business model, financial wherewithal, and management skill to navigate company specific and broader macroeconomic turbulence that arises over the course of operations. The past two years have seen unusually severe challenges affect all stocks, with the pandemic and the […] […]
[…] the risks and opportunities. In November last year, the International Financial Reporting Standards Foundation (IFRS) announced the establishment of an International Sustainability Standards Board (ISSB). This standard -setting board, like the International Accounting Standards Board (IASB), the IFRS’ other standard–setting board, will provide globally recognized standards for climate disclosure. Data, even when standardized, requires […] […]
[…] the next year, the focus for Pembroke’s international strategy will be the transition of the economy and corporate profit growth as the economy normalizes to a post -pandemic world, or at least becomes more comfortable coping in a pandemic. While we are still in the middle of what we believe to be a long–term […] […]
A central theme of the just concluded COP 27 (the 27th Conference of the Parties of the United Nations Framework Convention on Climate Change) in Sharm El -Sheikh is the transition now underway from commitments to action. While countries are the parties bound by their commitments under the Paris Agreement, they must catalyze non–state actors, […] […]
Joined: 2021 Location: Montreal Member of the Wealth Service Team Virginie has worked in the securities industry since 2003. After completing her Bachelor of Commerce degree, Finance Major, Virginie acquired her Investment Advisor licence. As a Registered Representative working with her own clients, and as part of Portfolio Manager teams, trilingual (English, French and Italian), […]
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On Thursday, June 10, 2021 Andy Flynn, of William Blair, Peter Morton, of Pembroke Private Wealth, and Andrew Bolton, of Pembroke Management, shared our perspective on small and mid -cap stocks in the international markets. A few of the topics discussed: 1. William Blair’s current market assessment is that we are about to experience the “The Mother […] […]
Joined: 2021 Location: Montreal Mathieu Foucher is Marketing and Communications Manager at Pembroke. He is responsible for enhancing the firm’s marketing plan and strategies, as well as overseeing the firm’s digital presence, communications, and events. Mathieu has nearly twenty years of experience in communications, translation, and marketing, more than half of which has been in […]
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[…] Small/Mid cap equity category; 3. We are excited about the prospects for the Fund and the investments which we expect will underpin performance over the next 1 -4 years. Andrew discusses six stocks exposed to innovation and growth from trends related to electric vehicles and clean energy. To learn more, please view the recording […] […]
Preparing for the 2020 tax season Maximizing the benefits of your RRSP and TFSA (February 2021) […]
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53ième assemblée annuelle des actionnaires de la Fonds de croissance américain Pembroke Date: le 15 mars 2021 Heure: 16h Cliquez ici pour consulter le circulaire de sollicitation de procurations Cliquez ici pour consulter les états financiers Cliquez ici pour consulter le rapport de gestion sur la performance des fonds Cliquez ici pour rejoindre l’assemble virtuelle […]
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Pembroke American Growth Fund 53rd Annual general meeting Date: March 15th, 2021 Revised Time: Due to technical Issues, the meeting took place starting at 16:45 *We apologize for the change of time. If you were unable to connect to the meeting due to the technical issues and have any questions, please contact your […]
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International Equity Strategies – Q4 Review Fourth quarter outperformance versus the MSCI ACWI ex -US Small Cap Index was driven by positive stock selection within the consumer staples, utilities and information technology sectors. Within consumer staples, Dino Polska (“DNP PW”) was the top contributor. Dino Polska is a leading Polish proximity supermarket chain that […] […]
[…] providing them with advice so that they can attain their financial objectives. While we are pleased with the performance of the past year, we know that long -term results combined with solid advice are what matters most and it is for that reason that we continue to focus on our people and our process […] […]
