Perspectives on US Equity Markets (January 2021)

On Thursday, January 14th, Jeff Tory, Chairman, Partner, Director and Portfolio Manager, Matthew Beckerleg, Partner and Portfolio Manager, Andrew Garschagen, Partner and Portfolio Manager, Nicolas Chevalier, Partner, Director and Portfolio Manager of Pembroke Management  and Drew Sutherland, Vice-President, Account Manager  of Pembroke Private Wealth,  lead a discussion and shared their insights.

Key Takeaways

1.The actively managed growth portfolios’ exposure to secular growth companies with strong balance sheets helped drive performance in 2020 ;

2.The investment team has adjusted its weighting in sectors that have seen significant valuation expansion since the pandemic’s onset and has re-allocated capital to more ;

3. Based on our outlook, growth stocks remain attractive. Listen to the call to find out why.

To learn more, please view the recording here: