The research effort at Claret is in-house, independent and divided into two complimentary fields of expertise: fundamental analysis and quantitative analysis.
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.
It is our custom to use this quarterly letter to address some questions we have heard from you regarding different topics that are currently in the news. We would also like to update you regarding our views on the financial markets in general.