Join our mailing list for insights on Canadian value investing.
Philosophy
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.
Research
The research effort at Claret is in-house, independent and divided into two complimentary fields of expertise: fundamental analysis and quantitative analysis.
Mandates
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
Diversification does not hedge against loss; it’s a structural response to concentrated risk.
Here are some important decisions to make several years before selling your company.
What happens to the value of your holding company when you die?
most recent articles
February 2009: In the middle of the biggest financial crisis since the depression of 1929, this bull market was born. Today, it is in its
The most common critique of diversification surfaces at the worst possible time. During a broad market selloff, an investor with holdings spread across sectors, geographies,
If you’re an entrepreneur thinking about selling your business, the first question that often comes to mind is: “How much is my company worth today?”
900 de Maisonneuve O.,
Suite 1900
Montreal QC H3A 0A8
Canada
Main Line: 514.842.6110
Toll Free: 888.842.6110
Fax: 514.842.6123
200 King Street West
Suite 1320
Toronto ON M5H 3T4
Canada
Main Line: 647.699.0700
Toll Free: 888.842.6110