The year 2021was one of constant change and uncertainty. However, despite the ravages of the pandemic and higher-than-expected inflation, the economy and equity markets have made positive progress.
In this issue of Perspectives, the article Shifting Sands—Thoughts on 2021 looks back at the fourth quarter that just ended, while also offering a look back at the past year and the year before that.
In addition to these reviews, Pembroke is pleased to present in this newsletter a report prepared by the investment team.
Entitled The Opportunity in Canadian Small Cap Growth, this report highlights the fact that the small cap market is poised for a revival in Canada, and that small caps can be a very effective diversification tool. We invite you to read the summary of this report and to get a complete copy by email should you be interested.
We also invite you to read our articles on Pembroke’s U.S., Canadian, International, and Balanced and Fixed Income strategies, in which we go into more detail on the performance of our portfolios and discuss the stocks that made a difference in the quarter.
Finally, we invite you to read Why the Hurry? Climate Change Transition Risk, an article that discusses Pembroke’s approach to assessing climate change risk in its portfolios.
Please feel free to contact your Pembroke representative or email us at info@pml.ca with any questions, or to discuss the articles in this issue of Perspectives.
Sincerely,
The Pembroke Team
Pembroke Report
The Opportunity in Canadian Small Cap Growth
Pembroke is pleased to present a report prepared by the investment team.
This report highlights the fact that the small cap market is poised for a revival in Canada, and that small caps can be a very effective diversification tool.
We invite you to read the summary and to get a copy by email should you be interested.
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2021 RRSP Season
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Focus on the U.S.
On January 20, 2022, we held a virtual event lead by Jeff Tory and Drew Sutherland to discuss the current situation in the U.S., and where we see opportunities for growth in 2022.
Focus on Canada
On January 13, 2022, we held a virtual event lead by Jeff Tory and Andrew Bolton to discuss the current situation in Canada and where we see opportunities for growth in 2022.
DISCLAIMER
This report is for the purpose of providing some insight into Pembroke and the Pembroke funds. Past performance is not indicative of future returns. Any securities listed herein, are for informational purposes only and are not intended and should not be construed as investment advice nor is it a recommendation to buy or sell any particular security. Factual information has been taken from sources we believe to be reliable, but its accuracy, completeness or interpretation cannot be guaranteed. Pembroke seeks to ensure that the content of this document is correct and up to date but does not guarantee that the content is accurate and complete and does not assume any responsibility for this. Pembroke is not responsible for decisions or actions taken or made on the basis of information contained in this document.
