October 2025
Intro to come
CANADIAN BALANCED STRATEGY
Our Canadian balanced strategy produced strong absolute returns, driven by gains in the equity portion of the portfolio. The fixed income positions also saw an increase, helped by interest income and the rising value of assets due to declining interest rates.
Although recent returns have favoured equity investments more heavily, the fixed income allocation is intended to provide stability in uncertain times. The balanced and diversified asset allocation of the portfolio reduces volatility for investors with more conservative risk tolerance profiles or shorter-term liquidity needs.
Role in a Diversified Portfolio
This strategy provides an exposure to targeted Canadian growth businesses with steady cash flow and dividend growth potential, as well as a targeted but diversified fixed income exposure. The aim is to achieve comprehensive Canadian diversification, providing a steadier experience. The strategy can be used as a core holding in a portfolio.
GLOBAL BALANCED STRATEGY
To come
Role in a Diversified Portfolio
This strategy offers broad exposure to businesses across the market capitalization spectrum, as well as to fixed income and gold. It aims to capture the full range of market capitalization and achieve global diversification, providing a steadier investment experience. It can be used as a core holding in a portfolio.
Other Articles Of Interest
Disclaimer
This report is for the purpose of providing some 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.
