Our Articles
- Analysis
Technology investing often begins with the product. What does the company sell? How large is the market? How fast can it grow? These questions matter, but they are only part of the work. To build conviction, we also need to understand the people making decisions, the culture they are shaping, and whether the organization has the discipline to…
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- Strategies
During the fourth quarter, the U.S. Federal Reserve cut interest rates by a further two-quarter points. The central bank acknowledged that economic activity is strong and…
- Strategies
Canadian equity markets posted strong returns in the fourth quarter of 2024, supported by a continued easing of inflationary pressures and the consequent reduction in…
- Outlook
2022 felt like the end of the world for equities. The S&P 500 fell 18%, the Russell 2000 fell 20%, and the S&P/TSX Composite fell 6% as inflation reared its head and…
- Strategies
Pembroke’s U.S. equity strategies delivered positive returns in the fourth quarter, concluding a strong year. The portfolios performed broadly in line with the Russell…
- News, Video
In November 2024, Pembroke presented in Toronto a fireside chat between Jeff Tory, Chairman of Pembroke, and one of Canada’s great capital allocators, Jay S. Hennick…
- Wealth
In today’s fast-paced world, the relationship between mental health and financial health is often overlooked. Yet the two are deeply intertwined. Financial stress can take…