Claret Asset Management
Overview
Claret Asset Management is an independent investment management firm specializing in personalized portfolio management services for high net worth clients. Founded in 1996, the firm is headquartered in Montreal, Quebec, with an additional office in Toronto, Ontario. Claret manages approximately $2 billion in assets and serves over 1,000 households. The firm's investment philosophy focuses on maximizing long-term after-tax returns while ensuring clients' peace of mind in the short term. Claret's research efforts are in-house and independent, encompassing both fundamental and quantitative analysis. All accounts are discretionarily managed, with specific mandates established based on each client's risk profile and investment objectives, including income, balanced, or growth strategies. Claret's portfolio includes investments in various sectors such as financial services, technology, healthcare, consumer goods, energy, real estate, telecommunications, utilities, materials, and industrials. The firm has a track record of successful investments, including a notable stake in Citigroup Inc., valued at approximately $9.92 million as of December 2025. Claret's investment philosophy emphasizes a long-term, value-driven approach, aiming to deliver consistent returns while managing risk effectively. The firm's commitment to independence and conflict-free advice ensures that clients receive personalized and objective investment strategies tailored to their unique needs.
Investment Focus
- High net worth individuals seeking personalized portfolio management services
Portfolio Companies
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Frequently asked questions about Claret Asset Management
What sectors does Claret Asset Management invest in?
Claret Asset Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Montreal, Canada. Claret Asset Management is listed as a private investment firm in the ConnectSafely investor database.
What stage does Claret Asset Management invest at?
Claret Asset Management backs companies at Growth, Late Stage and Pre-IPO, writing cheques of 1M - 50M.
Which regions does Claret Asset Management invest in?
Claret Asset Management invests across United States and Canada.
Who are the partners at Claret Asset Management?
Team members listed for Claret Asset Management include Alain Chung (Chairman and Chief Investment Officer) and Brian Kwok (Chief Operating Officer / Chief Compliance Officer).
What companies has Claret Asset Management invested in?
Claret Asset Management's portfolio includes Citigroup Inc..
How do I contact Claret Asset Management?
Claret Asset Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
