Investment philosophy

Our investment and business philosophy have been consistent since our foundation in 1968. They are rooted in the concepts of growth, ownership and aligned interests. We believe owners act in the long-term interests of their stakeholders.

Pembroke is 100% privately owned by the partners who manage its investment portfolios, operations and client services. Our employees and their families are the largest non-institutional owners of the firm’s mutual and pooled funds with over C$100 million invested.

Pembroke specializes in managing portfolios of Canadian and US public companies that hold the promise of sustainable high growth rates.

There are many important elements to consider when identifying wealth-creating growth opportunities. Our active investment philosophy focuses on the strength and alignment of companies’ management teams, as well as their competitive strengths, market opportunities and balance sheet flexibility.

Pembroke invests in companies for the long term and builds portfolios that are diversified across industry sectors.

Investment approach

An investment with Pembroke begins with a discovery meeting with one of our client service professionals, during which we begin to ascertain your financial needs, investment goals and tolerance for risk.

Pembroke provides personalized advice, financial planning and wealth management services based on decades of experience. Strategic asset allocation and relevant strategies are reviewed, and your portfolio will be tailored to your specific objectives.

Our goal is to create lasting relationships by matching your long-term requirements with our ability to add value.

Pembroke’s range of strategies allows diversification by geography and asset class, and our solutions may be accessed through segregated accounts, pooled funds and mutual funds. We offer Canadian, US and International equity strategies, balanced strategies that combine equities and fixed income, and fixed income strategies.

Clients have direct access to their Pembroke client service professional as well as a private client portal with account balances, performance information, transactions, reports, and other resources.