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.
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.