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.
Independent since 1987 and managing total assets of over $30 billion, Letko Brosseau has been investing in Emerging Markets for more than 19 years. A dedicated Emerging Markets strategy has been offered since 2011.
Our disciplined, long-term approach and the deep industry expertise of our talented, multi-cultural team has proven highly successful in these high-potential markets.
Billion in emerging market equities**
19 years annualized returns
Annualized benchmark outperformance
*Performance results are annualized and presented in Canadian dollars gross of fees for the Letko Brosseau Emerging Markets Equity Composite. This $1.5 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 is the Pavilion Advisory Group Ltd.’s Global Emerging Markets Equity Universe dated December 31, 2017, which includes 150+ investment strategies globally.
**Performance results are annualized and presented in Canadian dollars gross of fees for all Emerging Markets equities managed by Letko Brosseau since January 1, 1999
and do not refer to any composite. The benchmark over this 19 year period is the MSCI Emerging Mar kets Total Return Net Index.
Past performance does not guarantee future results.