Our Expertise

Letko Brosseau has a long history of meeting the requirements of institutional investors. We currently manage portfolios for more than 450 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 ($30.4 bn)

<p><strong>Client assets under management<br /> </strong>by mandate ($30.4 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 (Pooled Fund only)
  • Canadian Equity
  • US Equity
  • Global Equity (Canadian and foreign equities)
  • EAFE Equity
  • Canadian Equity Plus (with up to 40% foreign equity component)
  • Foreign Equity (only non-Canadian equities)
  • Emerging markets (Pooled Fund only)
  • Fixed Income
  • Long Bond (Pooled Fund only)

$13.5 billion of value added.
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$13.5 billion of value added.

Independent since 1987, Letko Brosseau has provided clients consistent 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..

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

30

Years managing client assets

12.3

%

Annualized returns over 30 years, and

4.0

%

Annualized benchmark outperformance

* All values are in Canadian dollars. Value added relates to excess return over the weighted average of all clients’ benchmarks for all assets under management (gross
of fees) from Jan 1, 1988 to Dec 31, 2017.Performance numbers referenced above are annualized and presented gross of fees for all assets under management from Jan 1, 1988 to Dec 31, 2017 and do not refer to any composite. The benchmark represents the weighted average of all clients’ benchmarks.
Past performance does not guarantee future results.