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
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.
Independent for 32 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.
• Fixed Income
• Global Equity
• Global Equity Income
• Fossil Fuel Free Equity
• Emerging Markets Equity
• Canadian Equity
billion in firm assets under management
annualized return for over 32 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 June 30, 2020.
Performance numbers referenced are annualized and presented in Canadian dollars gross of fees for all assets under management from Jan 1, 1988 to June 30, 2020 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. Total firm assets includes $276 million of frozen / transition accounts as of June 30, 2020.
Past performance is not a guarantee of future results.