Portfolio Manager Discussion

Navigating Change, Finding Opportunity

Investment Series
Date:
September 15, 2026

Pembroke held a session on the forces shaping markets and the considerations that will inform investment decisions in the months ahead.

Faisal Ahamed, CIM®, Portfolio Manager at Canso Investment Counsel, Doug Pospisil, CFA, Partner and Portfolio Manager at Pembroke, and Drew Sutherland, CIM®, Vice President and Account Manager at Pembroke, came together for a discussion on today’s investment landscape.

Drawing on both fixed income and equity perspectives, they discussed the developments they are watching across markets, how they are assessing risk and navigating uncertainty, and where they continue to find opportunities for investors.

The conversation also explored how changing economic and market conditions are influencing investment decisions, while highlighting the importance of maintaining a disciplined, long-term perspective through different market environments.

Recording

Canso Speaker

Pembroke Speakers

Doug Pospisil, CFA

Partner, Portfolio Manager

Douglas Pospisil is co-leader of the Dividend Growth Strategy and oversees research in the healthcare, industrials and real estate sectors. Since joining the firm in 2003, he has built a career rooted in long-term equity investing. He now draws on over 20 years’ experience in research, portfolio strategy and collaborative investment management.

Drew Sutherland, CIM®

Vice President, Account Manager

With over 15 years of experience, Drew Sutherland provides thoughtful, objective advice to individuals and families. Known for his client-first approach, Drew helps clients make confident, long-term financial decisions. He is actively involved in his community and remains a competitive squash player and passionate sailor.