Overview

Since its founding over 39 years ago, LetkoBrosseau has followed a single, disciplined investment approach applied consistently across all asset classes and portfolios. The firm uses no external managers, and all investment decisions are made based on research performed by our investment management team.

Seeking to capture growth using a strong price discipline, our investment process relies on a fundamental approach. Risk is managed through diversification, disciplined exposure, active monitoring, and downside protection, all aimed at preserving capital. The firm’s interests are fully aligned with clients through co-investment. This research-driven approach, combined with a consistent track record, defines all of our investment strategies.

Fundamental Approach

Fundamental means we aim to understand the economies, industries, and companies in which we invest. We actively search for compelling opportunities and work to identify the long-term trends and structural shifts that will shape the future.

Our team brings together engineers, geologists, healthcare practitioners, and other domain experts. They analyze businesses in depth, meeting with management, speaking with clients and suppliers, conducting comparisons, and examining financials.

As part of our research, we build detailed financial forecasts in close collaboration with company leadership. This work is essential to our evaluation process. It deepens our understanding of the drivers of profitability and the risks of structural or cyclical change.

You can learn more about our Investment Principles.