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
Investors gravitate toward the comfort of the S&P 500 – but it wise to rely so heavily on the index?
The top players of the S&P 500 have evolved. Today, Apple holds the crown. But for how long?
Planning for the unexpected is one of the most thoughtful things you can do for your spouse.
most recent articles
Planning your estate can feel daunting, but it doesn’t have to be. While some may see it as unnecessary, effective estate planning ensures that your
Since the dawn of civilization, humans have needed to exchange goods and services. This gave rise to the barter system which, although simple and direct,
Warren Buffett once famously said that, for most investors, the best investment strategy is to own an S&P 500 index fund. But what did he
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