Claret Asset Management
Investment Management • 
Montreal, Quebec, Canada • 21-50 Employees
Company overview
| Headquarters | 900 boul de Maisonneuve O, Suite 1900, Montréal, Québec H3A 0A8, CA |
| Phone number | +18888426110 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Founded | 1996 |
| Employees | 21-50 |
| Socials |
Key Contacts at Claret Asset Management
Sophie Moreau
Human Resources Director
Fu-Sheng C.
Managing Director Of Portfolio Administration And Technology
Claret Asset Management Email Formats
Claret Asset Management uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@claret.ca), used 48.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@claret.ca | 48.5% |
{first name}{last name} | johndoe@claret.ca | 42.4% |
{first name}.{last name} | john.doe@claret.ca | 6.1% |
{last name}{last name} | doedoe@claret.ca | 3% |
About Claret Asset Management
Claret Asset Management specializes in offering portfolio management services to high net worth clients. We are completely independent and free of conflicts of interest. Claret was founded in 1996 with the objective of answering the growing needs of private investors. Our offices are located in the heart of downtown Montreal with 40 employees, including 7 portfolio managers. In 2018, we opened an office in Toronto, Ontario. Claret manages $2 billion in assets and we are privileged to work with more than 1,000 clients (households). 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 client’s peace of mind in the short term. We have one investment philosophy throughout the firm. Each investment opportunity is assessed and carefully analyzed by Claret’s Portfolio Managers, after which a decision is made. Our investment methodology is based on the fundamentals of value investing, tried and proven through time. At Claret, we are just as focused on capital preservation as on capital growth. The first question we ask ourselves before making an investment is: if we are wrong, what do we stand to lose. We then look at the growth possibilities. This is the best way to minimize bad surprises. Although we do have a conservative approach, we still outperform our benchmarks over the long term. We are numbers oriented Portfolio Managers and a numbers oriented firm. The first thing we look at when considering a possible investment are the numbers contained in the corporate financial statements. The story comes second.
Claret Asset Management revenue & valuation
| Annual revenue | $3,336,645 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $10,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Claret Asset Management has 15 employees across 7 departments.
Departments
Number of employees
Funding Data
Claret Asset Management has never raised funding before.
Claret Asset Management Tech Stack
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