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- Strategies
In the second quarter of 2025, equity markets rebounded strongly, recovering from the sell-off triggered in early April by President Trump’s sweeping tariff announcement…
- Strategies
Almost across the board, international markets extended their first-quarter strength into the second. The early days of the quarter were far from smooth sailing—Liberation…
- Strategies
Since the market bottomed last April, much has been written about the surge in the share prices of low-quality, unprofitable companies. Certainly, this factor has…
- Strategies
The year got off to a challenging start, with trade tensions causing significant uncertainty and freezing corporate decision-making, as well as leading to a contraction in…
- Outlook
On April 2nd, markets were jolted when President Trump imposed a series of aggressive—and, to many, bewildering—tariffs on imports from allies and adversaries alike. From…
- Analysis, Strategies
The transition of the Pembroke International Growth Fund is now complete. As with most worthwhile transitions, it came with its share of moving pieces and early mornings…