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Ovivo is going private

Ovivo (Tor., OVI.A) is going private. The company’s  game plan would be easier to execute without the quarlerly horizon imposed on publicly listed companies, management believes. The Caisse de dépôt et placement du Québec and a German investor want to privatize the Montreal company with an offer of $4 to its shareholders. Read this French article […]

Time to convert your dollars into pounds!!!

The pound sterling is at a 30-year low against the dollar. It’s time to take advantage of it, says Vincent Fournier, portfolio manager at Claret. The latter points out that since the Brexit, the pound sterling is trading under its historical average. In the long run, when the shock is over, the currency will tend to […]

Independent players: specialization and independence

“In private wealth management, our first role is to be a trustee as we have the responsibility to act in the highest interest of the client”, explains Jean-Paul Giacometti, vice-president at Claret Asset Management Corporation. Despite their good intentions, banks are struggling not to end up in conflicts of interest, according to Claret’s vice-president. And […]

How would you invest a $100 000 portfolio?

Investing $100 000 in equities on a 5 years time horizon. Here is the challenge we presented to four portfolio managers. Keith Farrant mentions at the outset that the usual portfolio composition at Claret contains 50 to 75 securities. The firm uses a bottom up approach based on fundamental analysis. “We do not do macroeconomic analysis, […]

Is paying a premium for “safe” securities, safe?

Investors are willing to pay a large premium to buy “safe” securities. In the long run, this can be a serious mistake, says Vincent Fournier, portfolio manager at Claret. Watch this French interview on Les Affaires

Investors and Industry Experts Meet Canada’s Award-Winning Hedge Fund Managers

Canada’s top investment industry experts joined a group of high-net-worth investors to hear from four particularly interesting winners of 2015 Canadian Hedge Fund Awards (CHFAs). Among these award-winning hedge fund managers was Pierre Thauvette, Senior Investment Research Analyst from Claret Asset Management Corporation, whose Claret Global Multi-Asset LP took 1st place for best 1-Year return in […]

Investing in variable capital notes with accelerator?

What is a variable capital note with accelerator? Vincent Fournier, portfolio manager at Claret, demystifies this investment product. The main advantage of a variable capital note with accelerator is to provide multiple times the upward performance of an index, while limiting downside risks of a decline of the same index. However, this financial product has its share […]

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