A WORD FROM THE PEMBROKE TEAM
In this first edition of the year, we invite you to find out more about how Aritzia, an everyday luxury clothing retailer, is preparing to take advantage of the upturn that will follow the current cyclical bottom. A visit to the company’s new distribution centre allowed the investment team to see that it understands the challenges facing its sector and to learn how it is preparing for the future.
If you’re a snowbird, or planning to become one, our Wealth Management series looks at the careful financial planning needed to make the experience smooth and stress-free.
In Responsible Investing: Our Progress Report, you can read more about the greenhouse gas footprint of Pembroke’s strategies, as well as the progress of our efforts to integrate sustainability into our investment framework.
If you missed our recent Outlook 2024 event, we also invite you to view all four sessions, one of which was a discussion between Jeff Tory and respected macro strategist Caroline Miller.
Finally, new cut-off times on valuation days will come into force in April at Pembroke. For more details, please read the article on this topic.
Sincerely,
The Pembroke Team
TWO OF PEMBROKE’S FUNDS RECOGNIZED FOR THEIR EXCELLENCE
On February 1st, at the FundGrade A+ Gala, two of Pembroke’s funds, the Canadian Balanced Fund and the Corporate Bond Fund, were recognized for their excellence. Our own Fiona Tan, Vice President and Account Manager, John Quinn, Partner and Senior Account Manager, and Drew Sutherland, Vice President and Account Manager, were present to accept the awards.
The Fundata Canada FundGrade A+ Awards are presented to investment funds and their managers who have demonstrated consistent, superior risk-adjusted performance.
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OR DOWNLOAD PDF of LEgacY ISSUES: (2019 and earlier)
New Cut-off Times – Effective This April
In order to ensure that client instructions are properly received and processed, Pembroke is introducing new cut-off times before the close of the markets on valuation days. These new cut-off times will come into effect in April of this year.
OUTLOOK 2024 – A LOOK INTO THE COMING YEAR
At the end of January, Pembroke held an event that covered topics such as the relationship between governance and active management, and building wealth with quality growth stocks. More generally, experts and the Pembroke team discussed current market conditions and gave their views on the outlook for the year ahead.
DISCLAIMER
This report is for the purpose of providing insight into Pembroke and the Pembroke strategies. 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.
