Private client investment counselling is a discretionary service: Letko Brosseau manages your portfolio by making all buy and sell decisions on your behalf. This provides you with comfort and peace of mind, knowing that a talented and experienced investment management team is doing in-depth research and working to meet your long-term goals. You will receive quarterly portfolio reports and meet with your Investment Services Director for annual portfolio and economic reviews.
As a client of Letko Brosseau, an Investment Services Director will be assigned to you. Our Investment Services Directors are experienced representatives who typically hold the CFA® or CIM® designation. His or her primary function is to answer any questions you may have and explain our investment philosophy, portfolio strategy, company outlooks and performance.
In addition, Investment Services Directors participate in the monitoring of portfolios and are involved in the portfolio compliance process. You will also have direct access to a dedicated Investment Services Associate to assist you with all administrative aspects of your account(s). We work effectively with family offices, tax lawyers and accountants to facilitate tax planning and reporting.
All portfolios regardless of mandate, vehicle or type of client, are managed by the same team of investment professionals according to the same investment philosophy.
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.
billion in firm emerging market equities
annualized return since inception
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.