Pembroke Management, an employee-owned firm that providers investment and wealth management services and solutions to families, foundations, and institutions, has added the Pembroke Canadian All Cap Equity Fund to its suite of offerings.
“The Fund differentiates itself from the S&P/TSX Composite Index, its benchmark, and the competition, by leveraging Pembroke’s sector research platform and our expertise in growth equities over the past 50 years,” said Nicolas Chevalier, portfolio manager and partner.
Offered exclusively to accredited investors as a pooled fund and a segregated fund, the Canadian All Cap Fund invests in 25 to 35 companies with a market cap exceeding $3 billion. Using a sector-agnostic, bottom-up approach, it constructs a portfolio with individual stocks capped at 7% and sectors capped at 30%.