A WORD FROM THE PEMBROKE TEAM
Donald Trump’s tariff plans have been in the headlines since the beginning of 2025. At Pembroke, we recognize that the future is difficult to predict, especially in the current landscape of Donald Trump’s unpredictability. This makes us even more cautious about making short-term market prognostications.
In times like these, we remain committed to a thoughtful, disciplined approach: avoiding hasty decisions, remaining patient and focusing on companies with the financial resilience to weather potential economic challenges.
In this issue’s Investment Commentary and Outlook, we discuss the current context and Pembroke’s approach. For more information, we also invite you to view the recording of our recent webinar on this topic: Answering Your Questions–U.S. Tariffs and Your Investments.
Finally, we invite you to read Enhancing Your Portfolio: A Focused International Growth Strategy. In this article, we discuss how the changes we are making to the Pembroke International Growth Fund are relevant to you and can help you on your financial journey.
Sincerely,
The Pembroke Team
ENHANCING YOUR PORTFOLIO: A FOCUSED INTERNATIONAL GROWTH STRATEGY
Your financial goals deserve a portfolio that evolves with your needs and priorities. That is why at Pembroke, we continue to enhance our offering to help you pursue long-term growth with greater confidence and clarity.
As part of Pembroke Private Wealth’s ongoing efforts to expand our wealth management capabilities and to better serve you, we have announced that the Pembroke International Growth Fund will from now on be managed directly by our in-house investment team. This change will be effective May 1, 2025.
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ANSWERING YOUR QUESTIONS – U.S. TARIFFS AND YOUR INVESTMENTS
How could the ongoing trade tensions between the US and Canada affect your portfolio? Learn how your investment managers are navigating the uncertainty.
On March 11, 2025, Nicolas Chevalier and Drew Sutherland held a session focused on the foreseeable impact of US tariffs on portfolio holdings, key market sectors and investment strategies.
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.
