PEMBROKE MANAGEMENT Overview
Pembroke Management Ltd is an investment advisor that manages 2.8 BN dollars in regulatory AUM and has 18 employees, of which 11 perform investment advisory functions.
The manager's has disclosed holdings from 09/30/12 to 03/31/23. The fund's latest filing disclosed 914MM in positions, representing 33% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/12 to 03/31/23. The fund's latest filing disclosed 914MM in positions, representing 33% of the manager's regulatory AUM.
PEMBROKE MANAGEMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PEMBROKE MANAGEMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| WNS | 4.29% | Tech | -18.86% | -1.07% | 3 | 3% | ||
| CIGI | 4% | Financials | -4.12% | -0.29% | 1 | 4% | ||
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FEATURED IN
PEMBROKE MANAGEMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Michael P. Mclaughlin | Shareholder, Chief Financial Officer, Chief Compliance Officer And Director | December-1990 |
| Allan I. Aitken | Shareholder, Chief Executive Officer, President And Director | December-1989 |
| Nicolas G. Chevalier | Shareholder, Vice President And Director | January-2001 |
| Angus S. Taylor | Shareholder, Vice-Chairman And Director | September-1968 |
| Ian A. Soutar | Shareholder, Vice-Chairman And Director | September-1968 |
| Jeffrey S. Tory | Shareholder, Chairman And Director | December-1989 |
| Michael C. Shannon | Shareholder, Vice-President And Director | January-1996 |
| Stephen Hui | Portfolio Manager | January-2014 |
| Douglas M. Pospisil | Portfolio Manager | January-2014 |
| James M. Beckerleg | Portfolio Manager | January-2014 |
PEMBROKE MANAGEMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
PEMBROKE MANAGEMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Pembroke manages U.S. and Canadian equity mandates with the goal of realizing long-term capital appreciation primarily through investment in a portfolio of common shares and other equity securities of predominantly small to medium size capitalization issuers that generally exhibit the potential to achieve above-average long-term earnings or revenue growth.
Although the following provides a general view of our firm philosophy, our portfolio managers make investment decisions for Clients based on their own judgment, within this philosophy. Accordingly, accounts pursuing the same strategy will not hold the same exact securities positions unless they are following one of our models and the Clients have not imposed restrictions on the investment of their account assets.
In the case of the firm’s U.S. portfolios, the securities will usually be listed in the United States or the issuer will be a United St...
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Pembroke manages U.S. and Canadian equity mandates with the goal of realizing long-term capital appreciation primarily through investment in a portfolio of common shares and other equity securities of predominantly small to medium size capitalization issuers that generally exhibit the potential to achieve above-average long-term earnings or revenue growth.
Although the following provides a general view of our firm philosophy, our portfolio managers make investment decisions for Clients based on their own judgment, within this philosophy. Accordingly, accounts pursuing the same strategy will not hold the same exact securities positions unless they are following one of our models and the Clients have not imposed restrictions on the investment of their account assets.
In the case of the firm’s U.S. portfolios, the securities will usually be listed in the United States or the issuer will be a United St...
Get the Full Report
PEMBROKE MANAGEMENT Portfolio Concentration
PEMBROKE MANAGEMENT Location
1002 SHERBROOKE STREET WEST
SUITE 1700
MONTREAL, QUEBEC, CANADA, H3A 3S4
SUITE 1700
MONTREAL, QUEBEC, CANADA, H3A 3S4
PEMBROKE MANAGEMENT Contact Information
Phone Number: 514-848-1991
Fax Number: 514-848-1725
Website: http://www.pml.ca
Fax Number: 514-848-1725
Website: http://www.pml.ca
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