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 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 37% of the manager's regulatory AUM.

PEMBROKE MANAGEMENT StockAlpha

-12.6%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

PEMBROKE MANAGEMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
DSGX 5.45% Tech -0.56% -0.11% 46 1%
HMSY 4.47% Health -15.79% -0.56% 4 7%
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FEATURED IN
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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 MANAGEMENT Portfolio Concentration

PEMBROKE MANAGEMENT Location

1002 SHERBROOKE STREET WEST
SUITE 1700
MONTREAL, QUEBEC, CANADA, H3A 3S4

PEMBROKE MANAGEMENT Contact Information

Phone Number: 514-848-1991
Fax Number: 514-848-1725
Website:

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