Claret Asset Management Corp.
Claret Asset Management Corp is an independent asset management firm based in Montreal, Quebec, Canada. The firm focuses on providing tailored investment management services to individual and institutional investors. Established as a boutique investment adviser, Claret offers portfolio management and financial planning, serving high-net-worth individuals, families, and institutional clients. Its approach combines disciplined value investing principles with personalized client service. The company is known for its local expertise and client-first philosophy. The employee count is estimated at 20-50 based on industry standards for boutique Canadian asset management firms.
Investment Strategy
Claret Asset Management Corp pursues a disciplined, bottom-up investment approach rooted in value investing. The firm typically seeks undervalued securities with strong fundamentals, focusing on long-term capital appreciation while maintaining appropriate risk controls. Its portfolio construction emphasizes diversification across geographies, sectors, and asset classes, adapting strategies to client-specific objectives. Claret is committed to transparency, ongoing research, and portfolio rebalancing, ensuring clients' investment goals and risk tolerances are reflected in asset allocation.
Top Holdings
Equity Positions (428)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 6.01% | $46.4M | 95,519 | $532.58 | $485.77 | -$4.5M |
G GIB | CGI INC | 5.64% | $43.6M | 415,229 | $71.66 | $104.83 | +$2.3M |
M META | META PLATFORMS INC | 4.93% | $38.1M | 51,555 | $200.53 | $738.09 | +$8.1M |
M MSFT | MICROSOFT CORP | 4.39% | $33.9M | 68,190 | $90.20 | $497.41 | +$8.2M |
N NOA | NORTH AMERN CONSTR GROUP LTD | 4.28% | $33.0M | 2,064,325 | $6.69 | $15.98 | +$704.0K |