A Word from the Pembroke Team

As we noted in the introduction to the previous issue of Perspectives, over the past few quarters, we felt that our quarterly newsletter was becoming too long.
Today, we are launching the first mid-quarter issue of Perspectives. From now on, we will focus on our investment strategies in the end-of-quarter issue, while the mid-quarter issue will contain more general articles, such as our On the Road article and our ESG commentaries.

In addition, in the current issue, you will find a feature article following a meeting with FranklinCovey’s Pamela Fuller on her book The Leader’s Guide to Unconscious Bias. FranklinCovey (“FC”) is one of our portfolio companies.

This issue of Perspectives also introduces a new series of articles on financial planning. For the fourth quarter, this article focuses on financial planning and household debt, a topic that can be sensitive in the current inflationary environment.

We hope you enjoy this rebalancing of Perspectives, and that it strike the balance of providing more content and making it easier to read.


December 2022 Issue

China Through the Eyes of a Former CIA Agent

On November 29, 2022, Andrew Garschagen, Pembroke Partner and Portfolio Manager, led a discussion with Christopher Johnson, former senior China analyst at the CIA.



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.