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.
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.