Our Expertise

Letko Brosseau has a long history of meeting the requirements of institutional investors. We currently manage portfolios for more than 410 institutional clients including a variety of corporations and public funds (defined benefit and contribution pension plans), universities and hospital endowments, foundations, and other types of institutional investors.

Client assets under management
by mandate ($27.1 bn)

<p><strong>Client assets under management<br />
</strong>by mandate ($27.1 bn)</p>

Communicating Strategy and Results

Each institutional client is assigned an Investment Services Director, whose primary role is to meet committee members and stakeholders and provide insight on Letko Brosseau's investment philosophy, portfolio strategy, company outlooks and portfolio performance. The Director is available to meet and report on a quarterly or annual basis, as required.

Investment Services Team

Customized Servicing
and Reporting

We work closely with investment committees and their consultants. This includes discussion of the Statement of Investment Policies (SIP), in determining appropriate asset mixes and in meeting compliance requirements. A comprehensive set of statements is available and custom reports can be designed to facilitate reporting requirements for investment consultants, family offices and internal/external auditors.

Mandates currently open

  • Global Balanced
  • Foreign Balanced
  • Canadian Balanced
  • ESG (Environmental, Social and Governance Issues) Balanced
  • Global Equity (Canadian and foreign equities)
  • Foreign Equity (only non-Canadian equities)
  • Emerging markets
  • Canadian Equity
  • Canadian Equity Plus (with up to 40% foreign equity component)
  • EAFE Equity
  • US Equity
  • Fixed Income
  • Long Bond

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China, India, Eastern Europe, Africa and Latin America are amongst the fastest growing and most dynamic economic regions of the world. A true global investment strategy needs exposure to strong businesses in these areas.

Letko Brosseau has been investing in Emerging Markets for more than 20 years, with a dedicated Emerging Markets strategy since 2011.

Letko Brosseau has been independent since 1987 and now manages assets of approximately $27 billion. Our disciplined and long-term approach, alongside the deep industry expertise of our talented and multi-cultural team, have provided meaningful results in these high-potential markets.

  • Emerging Markets Equity
  • Balanced
  • Global Equity
  • Canadian Equity
  • Fixed Income
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$

1.6

+

billion in firm emerging market equities

7.5

%

annualized return since inception

+

2.6

%

annualized benchmark outperformance

*Performance results are annualized and presented in Canadian dollars gross of fees for the Letko Brosseau Emerging Markets Equity Composite. This $1.6 billion composite was created in July 2011 and includes all discretionary emerging markets equity mandates with asset mix targets for fixed income securities of less than 10%. The benchmark since inception is 5% Deutsche Bank Federal Funds Effective Rate Total Return Index and 95% MSCI Emerging Markets Total Return Net Index.

Peer comparison universe is RBC Investor & Treasury Services Canadian Defined Benefit Plans Universe, dated September 30, 2019.

**PSN/Informa ranks product track records according to a proprietary blend of metrics. The peer group for the 6 STAR CATEGORY was created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. The top ten information ratios for the latest five-year period then become the TOP GUNS. Ranking based on the performance of the Letko Brosseau Emerging Markets Equity Composite in U.S. dollars as of September 30, 2019. The PSN’s Emerging Markets Equity universe tracks 156 firms and 294 separate products.

Past performance does not guarantee future results.