Nicolas Chevalier- Pembroke Private Wealth Management

Equity manager favours companies that have an entrepreneurial mindset, and whose top executives are also owners.

Diana Cawfield 22 November, 2013 | 7:00PM
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Nicolas Chevalier, one of nine portfolio managers who manage the equity component of the $60-million GBC Growth and Income, looks for opportunities among small and mid-cap stocks.

"It's a bit different than your average Canadian balanced fund," says Chevalier, a partner, portfolio manager and the chief risk officer at Pembroke Private Wealth Management in Montreal.

Throughout its 45-year history, Pembroke has specialized in small- to mid-cap equities. Its $2.5 billion in total assets under management serve institutional and retail clients, of which the latter include holders of the GBC family of mutual funds. Every employee at Pembroke is a unitholder of the funds under management, and all portfolio managers hold most of their personal net worth in the funds.

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About Author

Diana Cawfield

Diana Cawfield  Diana Cawfield is an award-winning writer who has been a regular Morningstar contributor since 2000. Her numerous publication credits include the Toronto StarAdvisor's Edge and Chatelaine, as well as the Canadian Securities Institute's online educational services.

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