Lester Asset Management

At Lester Asset Management, we are dedicated to preserving and growing the financial wealth of our private and institutional clients. We achieve this by constructing responsible investment portfolios and delivering an exceptional client experience. We specialize in equity and fixed income portfolio management, and we are now extending our expertise to Global Equity with a focus on long-term investment themes related to protecting and reversing nature loss. Our long-term track record of outperformance in Canadian Equity and Fixed Income, and strong 10-year performance in U.S. Equity, is a testament to our investment management abilities.

We are an independent Montreal-based firm, registered with regulatory authorities, and managing portfolios for several hundred high net worth individuals and institutional investors. Our distinctive approach and service are built on our collective experience, allowing us to seize opportunities that may outperform benchmarks with less risk. This is how we build trusting and lasting relationships with our clients.

Responsible Discretionary Portfolio Management

Our Responsible Discretionary Portfolio Management places the investor and ESG (Environmental, Social, and Governance) factors at the forefront of investment decisions. At Lester Asset Management, we recognize that ESG factors are integral to a company's long-term success and incorporate these factors into our investment process.

Tailored Core Strategies that Generate Sustainable Value

Each investor has unique objectives and risk tolerance, and we design tailored portfolios that evolve according to their needs. We integrate environmental, social, and governance (ESG) factors, including biodiversity factors, into our investment process. Our team's combined investment experience of over 50 years allows us to find the best opportunities in the markets. Our hands-on experience operating real businesses enables us to think like entrepreneurs and act like shareholders. Our unique skill-set encompasses macroeconomic and fundamental bottom-up analysis, as well as qualitative judgment, all of which are critical to finding hidden value.

Our Insights

At Lester Asset Management, we believe in sharing our knowledge and insights with our clients. Our experienced executives and portfolio managers provide regular commentary on market conditions and investment outlook. We invite you to read our most recent quarterly comments and monthly reports for an informed view of the market environment.

Meet Our Team

Our team of experienced professionals is dedicated to delivering superior investment management services. Our executives and portfolio managers have extensive investment experience, and we have a unique skill-set that encompasses macroeconomic and fundamental bottom-up analysis, as well as qualitative judgment. We are committed to providing personalized service and responsible growth for our clients.