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At Claret Asset Management, we believe that every investment portfolio should respond to the unique needs of the investor it was created to serve.
Throughout the years, we have developed an expertise in managing investment portfolios specifically designed for high net worth clients. Our philosophy is to maximize long term, after tax returns, given our clients’ constraints, while ensuring each of our clients’ peace of mind in the short term.
The research effort at Claret is in-house, independent and divided into two complimentary fields of expertise: fundamental analysis and quantitative analysis.
All our accounts are discretionarily managed. Depending on the client’s risk profile and investment objectives, we establish a specific mandate for every account: income, balanced or growth.
most recent videos
Portfolio manager Chris Kovalchuk at Claret Asset Management explains why time in the market – NOT timing – is what matters.
most recent articles
The allure of active trading – often glamorized through stories of substantial short-term wins – hides a less-frequently-told tale of increased risk and diminished returns.
Just like the adage on Wall Street that markets always climb a wall of worry, Global Equity Markets – defined by MSCI World Index Total
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Our new address is located in the Maison Manuvie building:
900 de Maisonneuve W., Suite 1900