Claret Global Multi-Asset Fund – Advancing to the next level

Eighteen years ago, Pierre Thauvette was filing paperwork at Claret Asset Management. Today, he is in charge of a successful hedge fund prized by his peers. Beyond this pleasant success, the portfolio manager now concentrates his efforts on achieving commercial success. Read this French Article on Finance & Investissement

Diversification, an investor’s best friend

The sound diversification of a portfolio of securities and bonds avoids errors that could prove very costly, says Vincent Fournier, portfolio manager at Claret. Watch this French interview on Les Affaires

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, […]

Do not get distracted by the Chinese stock market crisis

Vincent Fournier, portfolio manager at Claret Asset Management Corporation, maintains that it is better to invest in securities of multinational operating in China, rather than Chinese companies. He also adds that investors should not try to remodel their portfolio at the mercy of economic events such as the Chinese stock market crisis and the Greek financial […]