Our Articles
- Analysis
During the pandemic, the living room won by default. When cinemas reopened, many assumed it would continue winning by choice. Streaming had become more convenient, more plentiful and more familiar. The conclusion seemed logical: habits had changed permanently, and moviegoing would struggle…
Categories
- Strategies
Trade and tariff uncertainty captivated investors in March. At the time of this writing in April, market volatility reached a crescendo as the world reacted to President…
- Outlook
This is the third draft of this quarterly note. Such is the world as the Trump administration whipsaws global equity markets with news of tariffs that seem to change every…
- Strategies
For the most part, Pembroke’s Canadian strategies had a difficult first quarter. Canadian equity markets were buffeted by significant fears of tariffs and trade tensions…
- Analysis, Video
On March 14, 2025, Nicolas Chevalier was invited to appear on RDI’s (Radio-Canada) Zone Économie program for a discussion with journalist Olivier Bourque. The conversation…
- Analysis
Just under three years ago, we initiated a small position in VitalHub (VHI), a Toronto-based firm that acquires software companies in the healthcare sector. Since 2016…
- News, Strategies
We are thrilled to share that four of our funds have been recognized as winners of the prestigious 2024 FundGrade A+ Awards. We celebrate this achievement at the Awards…