On Thursday, July 23rd, Matthew Beckerleg, Partner and Portfolio Manager, and Andrew Garschagen, Partner and Portfolio Manager, provided an update on Pembroke’s Perspective on Investing in Growth and Disruption.
1. The current and expected economic backdrop is favorable for growth stocks;
2. While technology product disruption often captures popular attention, disruption takes multiple forms and is found in a variety of industries beyond technology;
3. Pembroke has a long and successful history investing in disruptive business across many industries;
4. The increasingly short-term nature of markets advantages long-term investors like Pembroke, who have a demonstrated competency analyzing multi-year opportunities.
To learn more, please view the recording here: