Michael Carter Shannon

Pembroke manages US and Canadian equity mandates which aims to realize long-term capital appreciation primarily through investment in a portfolio of common shares and other equity securities of predominantly small to medium-cap issuers that generally exhibit the potential to achieve above-average long-term earnings or revenue growth. For certain mandates, the firm also invests in large-cap issuers. Their equity mandates are based on a bottom-up assessment of company-specific factors. Pembroke seeks to make investments principally in companies that have the prospect to create wealth over a three to five-year period, the firm will trade securities based on factors such as the market environment, valuation, industry fundamentals, and company-specific developments.

Led by Burns Fry Ltd

Functions as a College/University

Functions as a College/University

BT Global Growth’s Fund provides investors with a global investment approach via the Canadian equity markets and hedge their portfolios against the negative effects of the unprecedented growth in money supply and the subsequent devaluation of paper currencies globally. The Fund is value-oriented and focuses on long-term capital appreciation. It aims to generate above market returns while controlling risk through diversification among asset classes, sectors, market capitalizations and value analysis. The Fund may consist among other instruments: short positions, exchange-traded funds, commodities, equities and warrants, convertible, non-tradeable or restricted securities, and bonds.