A Word from the Pembroke Team
As we navigate through 2023, we find ourselves in a dynamic and evolving economic landscape. Despite various challenges, the resilience of the markets continues to be visible as we witness a strong rebound from the trough levels of last year.
At Pembroke, our commitment to long-term investment strategies remains steadfast. Our disciplined approach, coupled with a strategic focus on sectors poised for growth, has positioned our portfolios to weather unexpected headwinds and seize opportunities as they arise. This approach is designed to provide stability in uncertain times and to capitalize on market possibilities.
We invite you to read our latest Investment Commentary and Outlook. This article provides a global view of our current analysis and market insights. Additionally, we encourage you to explore each of the detailed articles on our specific strategies. These articles offer a deeper understanding of our approach and the thinking behind our investment decisions.
In this issue, we are also pleased to share some key leadership changes within our organization. These changes, which underscore our commitment to leadership continuity and growth, are a reflection of the values that have been at the heart of our firm since 1968. We believe that strong leadership is key to our success and the success of our clients.
Lastly, to help you better understand yourself as an investor, Pembroke would like to offer you, your family and your friends free access to the Intelligo investor personality tool by Syntoniq. You can read the details below.
Sincerely,
The Pembroke Team
Learn More About Yourself as an Investor
Human nature and emotions play a central role in your financial decision-making process. To help you better understand yourself as an investor, Pembroke would like to offer you, your family and your friends free access to the Intelligo investor personality tool by Syntoniq.
The Intelligo report provides another perspective on how you think about your investments. It allows you to go beyond the standard time horizon and risk tolerance questions. By learning about your own investor personality, you will be able to make better investment decisions over time.
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OR DOWNLOAD PDF of LEgacY ISSUES: (2019 and earlier)
Current Markets: Discussion Between Portfolio Managers
To give you some insight on current markets, on July 17, 2023, Jeff Tory lead a discussion with members of Pembroke’s investment team.
The team also used this virtual event to discuss the economic situation and where they see opportunities for the rest of 2023.
DISCLAIMER
This report is for the purpose of providing 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.
