Q2
Perspectives
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A WORD FROM THE PEMBROKE TEAM

 
As we navigate our way through 2024, we find ourselves in an evolving economic landscape. Despite the headlines of all-time highs in some indices, many equities have struggled over the past three months after a promising start to the year.

This has been partly driven by the surge in mega-cap stocks. To learn more about the current investment environment, we invite you to read the Investment Commentary and Outlook written by our investment team.

In addition, we encourage you to explore each of the in-depth 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 with you the recording of Nicolas Chevalier’s second interview on RDI’s Zone Économie (Radio-Canada). At the beginning of July, Pembroke’s Managing Partner was invited to talk to journalist Andrée-Anne Saint-Arnaud about investing in the technology sector (in French only).

Yours sincerely,

The Pembroke Team

 

 

PEMBROKE IN THE NEWS – INVESTING IN TECHNOLOGY

 
At the beginning of July, Nicolas Chevalier was invited to appear on RDI’s Zone Économie (Radio-Canada) for a discussion with journalist Andrée-Anne Saint-Arnaud on investing in the technology sector.

Click below to watch the interview (in French only).

Watch

 

July 2024 Issue

Current Markets – Discussion Between Portfolio Managers

 
To help you gain a deeper understanding of the current markets and learn about the evolution of Pembroke’s strategies, on June 18, 2024, Jeff Tory led a discussion with members of Pembroke’s investment team.

WATCH

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.