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Standing the Test of Time
Letko Brosseau’s Investment Principles

We believe that the success of our investments ultimately depends on the success of the companies we invest in. A business-minded, fundamental research approach is, thus, key to investment success [...]

Economic and Capital Markets Outlook
Q4 2021

The global economic recovery is powering ahead. Activity is rebounding impressively and, despite a resurgence in COVID-19 cases, there are many levers for growth […]

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

Economic and Capital Markets Outlook – Q4 2021

The global economic recovery is powering ahead. Activity is rebounding impressively and, despite a resurgence in COVID-19 cases, there are many levers for growth […]

Economic and Capital Markets Outlook – Q3 2021

The world economy is on course to deliver the strongest year of growth in more than a decade. The current structural backdrop reinforces our optimism that a new cyclical expansion is well underway […]

Economic and Capital Markets Outlook – Q2 2021

Global equity markets climbed to new highs in the first quarter of 2021. Robust income growth, record household net worth and high private savings point to significant support for consumer spending as pandemic constraints subside […]

Economic and Capital Markets Outlook – Q1 2021

This past year was like no other. The global social disruption and economic damage that followed from the pandemic were without precedent. However, what is truly remarkable is how quickly we are turning the corner. […]

Economic and Capital Markets Outlook – Q4 2020

As COVID-19 cases surged around the world during the first half of 2020, government-mandated shutdowns plunged the global economy into its deepest recession since the 1930s. By IMF estimates, real GDP contracted by 13.6% in developed countries and 11.3% in emerging markets year-on-year during the second quarter […]

Economic and Capital Markets Outlook – Q3 2020

Trillions of dollars have been injected into the economy, preventing a full-scale financial crisis. This stimulus, along with progress on treatments and a vaccine, suggests the worst of the pandemic’s economic impact may be over. […]