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.
Canada is a well-governed, resource-rich country full of entrepreneurial spirit. Its deep financial markets have been a great place to invest.
Independent for 31 years and managing total assets of over $28 billion, Letko Brosseau has provided clients consistent outperformance with investments in Canada and around the world. We take a long-term view based on fundamental research, economic analysis, and the deep industry expertise of our talented team.
Also managing Balanced, Global Equity, Emerging Markets Equity & Fixed Income.
Billion Canadian equity composite
Annualized returns for over 23 years
Annualized benchmark outperformance
Performance results referenced above are annualized and presented in Canadian dollars gross of fees for the Letko Brosseau Canadian Equity Composite from October 1, 1995 to December 31, 2018. This $7.3 billion composite includes all discretionary Canadian equity mandates with asset mix targets for fixed income securities of less than 10%. The benchmark since inception is 2% FTSE Canada 91 day T-bill Total Return Index and 98% S&P/TSX Composite Total Return Capped Index. Past performance does not guarantee f uture results.
*Peer comparison universe is the RBC Investor & Treasury Services Canadian Equity Funds Active Equally Weighted Universe, dated December 31, 2018.