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 $28 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 emerging market equities
8 years annualized return
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.
* Refers to annualized returns of the Letko Brosseau Emerging Markets Composite for 1, 4, 5 and 6 years to June 30, 2019. Peer comparison is the Pavilion Advisory Group Ltd.’s Global Emerging Markets Equity Universe dated June 30, 2019, which includes 150+ investment strategies globally.
Past performance does not guarantee future results.