A WORD FROM THE PEMBROKE TEAM
The past few weeks have marked an exciting new chapter for Pembroke’s International Fund. As of May 1st, the strategy is now being managed directly by our in-house investment team in Montreal. This transition reflects our continued commitment to deepening our expertise and delivering long-term value for our clients. To learn more about this development, we invite you to read our article on the subject.
In this issue of Perspectives, you will also find an On the Road article by the investment team on 5N Plus, a Montreal-based producer of specialty semiconductors and performance materials. This fast-growing company shows that Canada can not only export natural resources, but also transform them.
Finally, we invite you to read our Financial Planning article on grey divorce. Divorce in later life requires a different mindset, one that embraces change and focuses on regaining control and a prosperous future.
Sincerely,
The Pembroke Team
INTERNATIONAL FUND: A CHRONICLE OF TRANSITION AND OPPORTUNITY
The transition of the Pembroke International Growth Fund is now complete. As with most worthwhile transitions, it came with its share of moving pieces and early mornings. But it is now finished—and finished properly. Pembroke now officially and directly manages the strategy, with a fully dedicated and expanded research team at the helm. This team is focused squarely on uncovering international equity opportunities.
ARCHIVE SEARCH
OR DOWNLOAD PDF of LEgacY ISSUES: (2019 and earlier)
PORTFOLIO MANAGER DISCUSSION – OPPORTUNITIES IN A VOLATILE MARKET
The global investment environment remains volatile in the wake of the recent decision by the U.S. administration regarding tariffs on steel and aluminium imports.
Join Jeff Tory and members of the Pembroke investment team on June 17, at 4:00 PM (ET), for what should be a stimulating discussion that will include a review of the first six months of 2025.
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.
