[…] the border, a market that is ten times larger. Importantly, the brand is resonating well with US consumers, with new store performance outpacing Canada and the e -commerce platform appealing to US customers. In this context, the company is strategically investing in its infrastructure to support its long–term growth prospects and ensure sustainable operational […] […]
Our mission is to help Pembroke clients secure their financial future. We believe that applying sound environmental, social and governance (ESG) principles can reduce risk and improve operational, financial and stock price performance. We therefore integrate the analysis of non -financial factors, including ESG and climate risk factors, into our assessment of companies’ long–term […] […]
Joined: 2021 Location: Montreal Before joining Pembroke, Émilie worked in New York at Jefferies, a global investment bank, as an Equity Research Sales Associate. In 2016, Émilie received her Bachelor’s Degree in Business Management and, in 2018, her Master’s Degree in Management Science, finance specialization, from the École des hautes études commerciales of the Université […]
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Investing is a long -term, people–oriented business, and our goal at Pembroke has been to provide clients with stability and consistency that they can rely on during all market periods. PEMBROKE TEAM INVESTMENT MANAGERS BOARDS, COMMITTEES, AUDITORS, LEGAL Pembroke Team A. Ian Aitken, M.S.C., CFA Vice Chair, Partner, Director, Portfolio Manager Pembroke Management […] […]
[…] COMMENTARY Pembroke’s Canadian equity portfolios experienced a strong rally in the second quarter of 2020, rebounding from an extremely challenging start to the year. While the COVID -19 pandemic remains incredibly disruptive to lives and businesses on a global scale, actions taken by monetary and fiscal authorities to counter the economic fallout from containment […] […]
Pembroke’s focus on well -financed, profitable companies helped the US equity strategies navigate the difficult end to the last quarter as inflation and recession fears combined with a banking scare to drive markets lower. The positive performance was driven by holdings in the industrial technology and consumer discretionary sectors, while the strategies’ modest exposure […] […]
[…] well capitalized. When we get past this challenging period and growth and earnings pick up, the investment team expects that some holdings will rise significantly from multi -year lows. Further, the balance sheet strength, which is notable in all of the firm’s equity products, gives the Pembroke team confidence that the firm’s holdings are […] […]
[…] 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 […] […]
[…] and Responsible Investing Committee, Pembroke also became a United Nations Principles for Responsible Investment (PRI) signatory in October 2019, and publicly supported the Task Force on Climate -Related Financial Disclosures (TCFD) in April 2021. In addition, as co–lead of the Pembroke Global Balanced Fund and the Pembroke Global Equity Fund, he helped to create, […] […]
[…] 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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[…] of the basic rules that guide us at Pembroke: a regular contribution schedule is better than trying to guess the right time to invest. As our co -founder Ian Soutar often reminded us: “It’s time in the markets, not timing the market.” By setting a schedule and contributing regularly, you ensure success in your […] […]
[…] and climate change policy: Advantage Energy. Advantage Energy (“AAV”)is a natural gas company producing from the prolific Montney Formation in Northwest Alberta. The company is a low -cost producer of natural gas and natural gas liquids, benefiting from attractive geology, internally owned infrastructure, economies of scale, and an expansive inventory of locations. In addition […] […]
[…] price inflation has already rolled over, although it will be many more months before the year‐over‐year rate reaches 2%. What is important to follow is the month -over–month consumer price index inflation rate: when we see benign monthly reading in the 0.3% range, inflationary fears will be behind us. Growth Corporate earnings growth, especially […] […]
[…] traditional retail. Investor fear gauges in the US have hit extreme lows, reflecting angst surrounding not only central bank activity but also geopolitical tensions, including the Russia -Ukraine war and the ongoing stress between many western nations and China. At the same time, employment remains robust, with worker shortages persisting in both skilled and […] […]
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 […] […]
Estate Planning for Canadian Residents On December 2nd 2021, Stephanie Pantaleo and Salomon Gamache held an overview of the Canadian tax rules for deceased taxpayers. Among other things, this presentation gives an overview of the tax considerations for gifting assets during your lifetime. It also addresses the use of corporations and trusts as estate planning vehicles. […]
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[…] did a generation of price stability, moderate economic growth, and low interest rates give way to a spike in borrowing costs, and one of the steepest six -month drawdowns in financial markets since the mid–1970s? For the first time in a generation, inflation is the most pressing threat to our economic and financial wellbeing. […] […]
[…] What’s on the horizon for US equity markets in 2022? On December 7, 2021, Pembroke held a virtual event on US equity markets in general, and small -cap companies in particular. Andrew Garschagen, Pembroke Portfolio Manager, and Jim Furey, Founder of Furey Research, also shared their perspectives on the economy, the current equity market […] […]
As 2022 opened, global equity markets faced significant headwinds that led to major shifts in industry -specific sentiment. Rising inflation, and commensurately rising interest rates, are pressuring many stocks and sectors that performed strongly during the height of the Covid scare. At the same time, the tragic war in Ukraine has contributed to a […] […]
