The Pembroke Global Balanced Fund

On Wednesday, May 13th, David Whittall, Partner and Chief Risk Officer, introduced the Pembroke Global Balanced Fund.Matthew Beckerleg, Partner and Portfolio Manager discussed the equity component of the fund and Richard Usher-Jones, Portfolio Manager at Canso Investment Counsel shared his perspectives on the fixed income component of the Pembroke Global Balanced Fund.

Key Takeaways

1. The Pembroke Global Balanced Fund is diversified across multiple asset classes to provide broad exposure, reduced risk, and more stable returns;
2. The fund uses active management where it makes sense to add value and passive management to reduce fees;
3. The fund is re-balanced automatically to remove human emotion from weighting decisions and is designed to be a key building block in most clients’ portfolios.

To learn more, please view the recording here: