We are committed to helping build capacity among Indigenous communities on financial matters and have conducted numerous workshops over the years on topics including:
Educational materials are available upon request.
Our investment approach fully integrates Environmental, Social and Governance issues. We offer funds that are sensitive to specific ESG parameters and we are open to addressing your community’s unique needs.
We understand that each Indigenous community has unique investment needs.
Our dedicated investment services team strives to work closely with Trustees and elected officials within the community to understand priorities and objectives.
We invite you to contact Lisa Caswell to see how we can serve your community. Lisa has over 25 years of investment industry experience, working primarily as a portfolio manager and client relationship specialist, including 12 years at LBA. She has completed the NATOA Trustee Training certificate and is passionate about helping Indigenous communities achieve their investment goals.
Independent for 31 years, Letko Brosseau has provided clients long-term
outperformance with investments in Canada and around the world.
We take a disciplined, long-term view based on fundamental research, economic analysis and the deep industry expertise of our multi-disciplinary team.
billion in firm assets under management
annualized return for over 31 years
annualized benchmark outperformance
Value added represents the excess return over the weighted average of all clients’ benchmarks for all assets under management gross of fees from Jan 1, 1988 to March 31, 2019.
Performance numbers referenced are annualized and presented in Canadian dollars gross of fees for all assets under management from Jan 1, 1988 to March 31, 2019 and do not refer to any composite. The results in the Portfolio Metrics table are calculated by aggregating all assets, all bonds and all equities, respectively in LBA managed discretionary accounts. The benchmark is the weighted average of all clients’ benchmarks.
Past performance is not a guarantee of future results.