THE TEAM

Pembroke Team

Pembroke Private Wealth Management offers a range of pooled and mutual funds providing exposure to Canadian, US, and international equities, as well as fixed-income securities. The funds are sub-advised by Pembroke Management Ltd., William Blair Investment Management, LLC and Canso Investment Counsel as detailed below.

SUB-ADVISORS

Pembroke Management

Location: Montreal, Quebec

Manager of:

• Pembroke Money Market Fund
• Pembroke Canadian Balanced Fund
• Pembroke Global Balanced Fund
• Pembroke Canadian All Cap Fund
• Pembroke Canadian Growth Fund
• Pembroke American Growth Fund Inc.
• Pembroke Concentrated Fund
• Pembroke Dividend Growth Fund

Pembroke Management is an independent, Montreal-based investment firm, established in 1968, that specializes in investing in Canadian and US small and mid cap growth companies. We are research-driven, bottom-up investors and maintain high conviction, fully-invested, low turnover portfolios with high active share. Our business and investment philosophy are rooted in the concept of ownership and aligned interests. We have three generations of partners in place and are the largest non-institutional investors in our own mutual and pooled funds. Pembroke Management is the parent company of Pembroke Private Wealth Management.

Pembroke Management Ltd. – Investment Management Team

Like Pembroke, our external managers are 100% employee-owned, research intensive and committed to long-term financial security for our clients. After extensive due diligence, Pembroke aligns with specialists to offer our clients exposure to asset classes that round out our investment solutions. The international equity fund and fixed income funds managed by Pembroke’s sub-advisors allow our clients to create well balanced portfolios tailored to their specific requirements.

William Blair Investment Management, LLC

Located in Chicago, Illinois, William Blair has managed the Pembroke International Growth Fund since 2001. William Blair is a premier global investment firm with expertise in investment banking, investment management, and private wealth management. They provide advisory services, strategies, and solutions to meet their clients’ evolving needs. As an independent and employee-owned firm, they operate in more than 20 offices worldwide. William Blair was founded in 1935 and has always been passionate about the profession of investment management.

• Pembroke International Growth Fund

Canso Investment Counsel Ltd.

Located in Richmond Hill, Ontario, Canso has managed the Pembroke Canadian Bond Fund since April 2009 and the Pembroke Corporate Bond Fund since January 2009. Recognized as bond portfolio specialists, Canso’s portfolio managers have a strong background in both public and private corporate debt markets. Their disciplined approach and proprietary research allow them to take advantage of investment opportunities and to avoid overpriced investments. They do not depend on external rating agencies and seek to avoid investment fashions or trends. Canso believes that disciplined investment management, applied consistently over long periods, delivers investment success. The company was founded in 1997.

• Pembroke Corporate Bond Fund
• Pembroke Canadian Bond Fund

Board of Directors of Pembroke Management

Management Committee members

Corporate Governance and Responsible Investing Committee

Pembroke believes that companies have a responsibility to act in the long-term interests of their stakeholders to maximize value. As investors with a long-time horizon, we recognize the fundamental importance of environmental, social and governance factors. The firm’s Corporate Governance and Responsible Investing Committee is responsible for putting Pembroke’s stewardship beliefs into practice. The committee includes members from each of the three operating groups and reports directly to Pembroke’s managing partner.

• Andrew Bolton, MBA, CFA, is Vice President, Client Services & Business Development, at Pembroke Management. He joined the firm in 2021 and is based in Montreal.  To learn more.
• Doug Pospisil, CFA, is a Partner and Portfolio Manager at Pembroke Management.  He joined the firm in 2003 and is based in Montreal.  To learn more.
• Philippe Ryan-Giroux,  F. PL., CFP, RIS,  is Director of Financial Planning.  He joined the firm in 2022 and is based in Montreal.  To learn more.
• Drew Sutherland, CIM®, is a Vice President at Pembroke Private Wealth Management.   He joined the firm in 2020 and is based in Toronto. To learn more.

 

Independent Review Committee