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Our Investment Reports
Read our most recent comments and reports for a clear understanding of the market environment and a relevant investment outlook.
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Our commentary on the second quarter of 2025
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Overview of our Global Equity Strategy as of June 30, 2025
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Overview of our Canadian equity strategy as of June 30, 2025
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Overview of our Canadian fixed income strategy as of June 30, 2025
ReadMay 25, 2025
The question now facing telecom investors: Why bother?
There was a time when a Canadian telecom stock was close to a sure thing: It outperformed the broad stock market index, paid a steadily rising dividend and withstood economic downturns.
See MoreMay 12th, 2025
Stephen Takacsy’s Great White North Picks for 2025
Canadian Strongholds: Why Stephen Takacsy Is Betting Big on EQB, Altus Group, and Tecsys Amid Global Turmoil.
See moreApril 29th, 2025
BNN Bloomberg – Stephen Takacsy’s Top Picks
Stephen Takacsy, president, CEO and chief investment officer at Lester Asset Management, discusses his top picks: EQB, Altus, Tecsys
See moreFebruary 14, 2025
Why this money manager is bullish on Canadian stocks despite Trump’s tariff threats
It isn’t home bias that has money manager Stephen Takacsy bullish on Canadian stocks and bonds, but rather a hunt for value and an optimistic view of the country’s longer-term economic growth.
See moreDecember 20, 2024
Tony Boeckh appointed to the Order of Canada
Congratulations to our Chairman and largest shareholder, Tony Boeckh, for being appointed to the Order of Canada this week. Well deserved and a long time coming !
“An early and dedicated champion of youth mental health, Tony Boeckh founded the Graham Boeckh Foundation in honour of his late son. With leading global experts, he has established new, successful strategies to transform Canada’s mental health care system. His targeted philanthropy has created integrated youth mental health services.”
December 11th, 2024
BNN Bloomberg – Stephen Takacsy’s Market Outlook
Stephen Takacsy, president, CEO and chief investment officer at Lester Asset Management, discusses his outlook for the markets.
See moreDecember 11th, 2024
BNN Bloomberg – Stephen Takacsy’s Past Picks
Stephen Takacsy, president, CEO and chief investment officer at Lester Asset Management, discusses his past picks: Tecsys Inc., Park Lawn Corp. and Quebecor.
See moreNovember 29, 2024
How we can create economic opportunities in preserving our greatest asset: Nature
We are honoured to have been a part of the 2024 Sustainable Finance Forum and look forward to continuing the conversation around the economic benefits of investing in the protection of natural assets.
Read MoreMay 7, 2024
La Presse - Fondaction s’associe à une firme néerlandaise pour un fonds de biodiversité (In French)
Le Fonds des travailleurs de la CSN allie ses forces à une firme d’investissement néerlandaise pour mettre sur pied un fonds axé sur la biodiversité.
See moreFebruary 20, 2024
Lester Asset Management Announces the Launch of Canada's First Biodiversity Fund
Lester Asset Management (LAM) is pleased to announce that it has launched Canada's first biodiversity fund: the Lynx Global Biodiversity Fund (the "Fund").
See moreFebruary 16, 2024
Why biodiversity is the newest wave for ESG
Montreal-based Lester Asset Management (LAM) is launching a biodiversity fund that the firm says will be the first of its kind in Canada.
See moreJanuary 5, 2024
Why this money manager sold Brookfield Infrastructure and added more small-cap stocks
While North American economies have slowed, money manager Stephen Takacsy isn’t anticipating a severe downturn.
See moreDecember 18, 2023
The Globe and Mail - Nine Canadian fund managers offer their top picks and portfolio advice for 2024
Stephen Takacsy, CEO and chief investment officer, Lester Asset Management
Last year’s pick: Short-term high-yield corporate bonds. Using the BMO Short Corporate Bond ETF as a proxy, YTD total return is 6.2 per cent.
October 16, 2023
La Presse - Une offre américaine préférée à celle d’un groupe impliquant la Caisse (In French)
L’entreprise montréalaise de services maritimes et environnementaux Logistec a rejeté une solution québécoise impliquant la Caisse de dépôt avant d’accepter l’offre d’achat d’un groupe américain.
See moreAugust 03, 2023
La Presse - La France fait craindre pour la vente de Velan (In French)
Occasion d’achat ?
La panique s’est emparée des petits investisseurs, selon le gestionnaire de portefeuille montréalais Stephen Takacsy, de la firme Gestion Lester.
Other useful documents
In keeping with our values of integrity and transparency, we invite you to consult these disclosure documents about the fund and our firm.
- Client Relationship Disclosure
- Conflict of Interest Disclosure
- Complaint Policy
- Subscription agreement
- Term Sheet - Lynx Global Biodiversity Fund
- Term Sheet - LAM Canadian Equity Fund
- Term Sheet - LAM Canadian Fixed Income Fund
Investors in the LAM Canadian Equity Fund, the LAM Canadian Fixed Income Fund, and the Lynx Global Biodiversity Fund may also request a copy of the financial statements by contacting us.
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