Our Expertise

Letko Brosseau has a long history of meeting the requirements of institutional investors. We currently manage portfolios for more than 250 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 ($19.3bn)

<p><strong>Client assets under management<br /> </strong>by mandate ($19.3bn)</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

$8.1 billion of value added.
Let’s Talk.

$8.1 billion of value added.

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.

Investment Options:
• Balanced
• Fixed Income
• Global Equity
• Global Equity Income
• Fossil Fuel Free Equity
• Emerging Markets Equity
• Canadian Equity

$

20

+

billion in firm assets under management

10.8

%

annualized return for over 32 years

2.9

%

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.