client login

 

Member of the
Portfolio Management
Association of Canada

Business news network

PGEQ

How can we help you?

Contact us to learn more about investing with Lester Asset Management.

  • 514.849.5566 or
  • 1-866.849.5566
recommended links
OUR PERFORMANCE

Generating Excess Returns for You

Word of mouth referrals from satisfied clients
are the primary drivers of our success.

Our aim is to provide our clients with “value added” (excess) returns over and above traditional benchmarks, while at the same time taking on less risk than the overall market. We have successfully achieved this since we implemented our investment strategy in 2006.

The Lester Asset Management ("LAM") Canadian Equity Strategy* has generated significant “value added” (excess) returns versus the TSX Composite as per the tables below. As of April 30th, 2021 our annualized compound return has been approximately 11.5% per year since July 2006, which is higher than the 6.5% annualized return of the TSX Total Return (including dividends). These returns rank us among the top performing Canadian equity managers in the country. Our returns for fixed income and balance portfolios have also been well above relevant benchmarks and industry averages. 

Annualized Returns 1 year 3 year 5 year 10 year since July '06
LAM CDN Equity Strategy* 45.3% 11.2% 12.4% 10.8% 11.5%
TSX Composite TR 33.3% 10.4%   9.8%   6.4%   6.5%
LAM Value Added 11.9%   0.8%   2.7%   4.5%   5.0%

 

Cumulative Returns YTD 1 year 3 year 5 year 10 year  Since July '06
LAM CDN Equity Strategy* 11.4% 45.3% 37.5% 79.7% 179.2% 404.6%
TSX Composite TR 10.6% 33.3% 34.5% 59.4%  85.2% 154.6%
LAM Value Added  0.8% 11.9%  3.0% 20.3% 94.0% 249.9%

 

Calendar Returns 2021 2020 2019 2018 2017 2016 2015 2014
LAM CDN Equity Strategy* 11.4% 15.6% 17.9% -13.6% 14.1% 24.7% -11.3%   8.8%
TSX Composite TR 10.6%   5.6% 22.9%   -8.9%   9.1% 21.1%   -8.3% 10.5%
LAM Value Added   0.8% 10.0% -5.0%   -4.7%    5.0%  -3.6%   -2.0%  -1.8%

 

Calendar Returns 2013 2012 2011 2010 2009 2008 2007 2006 (6 months)
LAM CDN Equity Strategy* 17.8% 16.8%   4.5% 28.1% 58.2% -40.8% 13.9% 20.0%
TSX Composite TR 13.0%   7.2%  -8.7% 17.6% 35.1%  -33.0%   9.8% 12.5%
LAM Value Added   4.8%   9.6% 13.2% 10.5% 23.1%   -7.8%   4.1%   7.5%

*Returns for LAM's Canadian Equity Strategy are gross of management fees and based on dollar-weighted gross returns for the Canadian Equity composite of segregated portfolios managed by LAM using the same strategy from July 2006 until the launch of the Fund in January 2012, and on gross returns of the LAM Canadian Equity Fund thereafter.