View from the West Coast (June 2020)

On Wednesday, June 17th, Stephen Hui, CFA, Partner and Portfolio Manager provided an update on the View from the West Coast.

Key Takeaways

1. Uncertainty surrounding the pandemic is expected to persist, and investors must look beyond short-term market gyrations to businesses multiple years out;
2. Strong bottom-up homework on our holdings has paid dividends during the indiscriminate sell off in March;
3. The Pembroke portfolios are positioned for a multitude of different outcomes by backing flexible business models, solid balance sheets and talented management teams.

To learn more, please view the recording here: