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Hunting for value in emerging markets

For Rohit Khuller, vice president and partner, this requires a thorough understanding of a country’s economy and politics, and a fundamental analysis of the prospects of each company. we choose or looking to invest in.
He further discusses this approach in a feature article with Financial Post.

Podcast: Learning more about the oil and gas industry

Victor Swishchuk, portfolio manager, dives into the upstream section of the Energy Sector on the “Value Hive” podcast, hosted by Brandon Beylo.

Net-Zero Research Series Part 1: Understanding the Science

Welcome to the first installment of our Net-Zero Research Series, a collection of insights from our Climate Change Committee […]

Economic and Capital Markets Outlook Q2 2023

The world economy is adjusting to a more restrictive policy environment. […]

Invest in Canada

Canadian Pension System’s Divestment of Canadian Equities.
This situation has many implications for economic growth and should be a major policy concern for Canadians and our government.
The Canary in the coal mine.

Asset Allocation for Tomorrow’s World

The most important investment decision for affluent individuals and their families.

Global Investment Management

Founded in 1987, Letko, Brosseau & Associates Inc. is an independent investment manager with offices in Montreal, Toronto and Calgary. The firm manages funds for both institutional investors and private clients.

Our aim is to safeguard and responsibly grow the assets that our clients have entrusted to us. We are committed to acting ethically, always serving clients’ interests.

About Letko Brosseau

Our Perspective

Portfolio Update – May 2023

Equity markets moved higher during the month of April, following a volatile March. Year-to-date, the S&P 500 is up 9.3% (total return in C$), while the S&P/TSX rose 7.6%, MSCI Europe 15.8%, MSCI ACWI 9.0% and MSCI Emerging Markets 2.9%. We continue to closely monitor developments in the banking sector. […]

Economic and Capital Markets Outlook – Q2 2023