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Investing in Canada isn’t just the right thing to do;
it makes good financial sense for all Canadians.
In 1990, Canadian pension funds allocated close to 80%* of their equity investments to Canadian public equities. By 2020, this had fallen to barely 10%*. This decline has important policy implications for Canada. Who will determine Canada’s future if Canadian savings do not play their essential economic role in funding Canadian investments? What will be the impact on growth, jobs, and incomes? This is only one of several issues that have risen in importance as a result of the shortening of the investment horizon that has been imposed on pension funds by changes to regulations.
With favourable demographics; a tolerant, well-educated and diverse population; an expanding economy with moderate debt levels;
abundant natural resources; modern infrastructure; world renowned educational institutions, we are bullish on Canada.
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Since inception of the firm in 1988, our Canadian portfolios have generated $18 billion in net gains by investing in Canadian equities, equivalent to a 14.4 per cent compounded annualized return. This is almost double the 8.3 per cent annualized return delivered by international markets over the same period.
Compounded Annualized Returns as at December 31, 2022
|1 yr||3 yrs||5 yrs||10 yrs||Since Inception|
The Pension Investment Association of Canada reported that in 2000, the annual weight of Canadian equities in overall asset allocation of pension plans in Canada was 28 per cent; in 2020, it was approximately 5 per cent.
There are self-sustaining benefits to investing in our own industries
We should be laser-focused on building the next made-in-Canada global success story. If Canadian pension funds and institutional investors don’t invest in our own country to support the development of these businesses, who will?
Letko Brosseau is committed to Investing in Canada because it’s the right thing to do for our investors and for Canadians across the country.
To learn more about our investing philosophy, send us a note, or see what we are saying in the media.
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