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.
During the month of May, Claret made seven presentations where several of our clients were present. Among the most popular topics, we discussed about Trump, NAFTA, pooled funds, rising interest rates and the worry of a potential tech bubble.