Pembroke Management Ltd. is a privately held Canadian
investment management
Investment management is the professional asset management of various securities, including shareholdings, bonds, and other assets, such as real estate, to meet specified investment goals for the benefit of investors. Investors may be institut ...
firm that manages investment portfolios and
separately managed account In the investment management industry, a separately managed account (SMA) is any of several different types of investment accounts. For example, an SMA may be an individual managed investment account; these are often offered by a brokerage firm th ...
s for Canadian
pension fund
A pension fund, also known as a superannuation fund in some countries, is any plan, fund, or scheme which provides retirement income.
Pension funds typically have large amounts of money to invest and are the major investors in listed and priva ...
s,
foundations
Foundation may refer to:
* Foundation (nonprofit), a type of charitable organization
** Foundation (United States law), a type of charitable organization in the U.S.
** Private foundation, a charitable organization that, while serving a good cause ...
,
endowments, wealthy families and individuals, in addition to the GBC family of mutual funds.
Since Pembroke's founding in 1968, the portfolio management team has applied
fundamental analysis
Fundamental analysis, in accounting and finance, is the analysis of a business's financial statements (usually to analyze the business's assets, liabilities, and earnings); health; and competitors and markets. It also considers the overall state ...
and conducted ongoing executive level interviews in order to identify high quality companies with compelling
growth
Growth may refer to:
Biology
* Auxology, the study of all aspects of human physical growth
* Bacterial growth
* Cell growth
* Growth hormone, a peptide hormone that stimulates growth
* Human development (biology)
* Plant growth
* Secondary growth ...
prospects, unrecognized intrinsic value, and strong entrepreneurial leadership.
Pembroke has offices in Montreal and Toronto.
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History
*1929 - The Great Britain and Canada Investment Corporation, now known as the GBC American Growth Fund Inc., was incorporated in March. $11,000,000 was raised through the efforts of Nesbitt Thomson, Govett Sons & Co. and Iselin & Co. Pembroke has managed the assets since 1968
*1968 - Pembroke Management Ltd. was founded in September by Neil B. Ivory, Clifford L. Larock, A. Scott Taylor and Ian A. Soutar[ ] to manage some funds previously managed by Arbuckle Govett. The firm's name is a reference to Pembroke College, Cambridge.
*1970 - The Pembroke Fund Ltd. was launched.
*1988 - GBC North America converted from a closed end fund to a mutual fund. Ivory & Sime Pembroke was formed by Pembroke Management and Ivory & Sime PLC. To market the GBC family of mutual funds in Canada and the UK. The funds were launched on November 1.
*2020 - All GBC Mutual Fund and Pooled Funds were renamed under the Pembroke banner.
See also
*Pembroke Private Wealth Management Pembroke Private Wealth Management is a division of Pembroke Management Ltd., a privately held Canadian investment management firm that manages the Pembroke family of Mutual Funds and Pooled Funds, and Separately Managed Accounts for Canadian ...
References
External links
Rob Carrick “A mutual fund family worth knowing about” ''The Globe and Mail'' September 28, 2010James Langton "Money management as pure art" December 31, 1999
Simon Avery "Fixated on the Fed" The Globe and Mail October 10, 2010
Investment companies of Canada
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