low voality icon marret asset

Low Volatility
& Income Funds

“Steady Income, Highly Liquid”

core alternative icon marret asset

Core Alternative
Fixed-Income Funds

“Low Interest Rate Risk”

high yield icon marret asset

High Yield
& Opportunistic Growth

“Favourable Risk/Reward”

About Marret

Marret Asset Management Inc. is a specialist fixed income manager focused on corporate credit strategies. With mandates in investment grade credit, short-term cash alternatives, high yield and opportunistic distressed, our focus is on achieving positive absolute returns with emphasis on risk management.

Investment Process

Portfolio
1

Top down analysis

Macro-economic indicators, inflation, interest rates, exchange rates, industry outlook

2

Fundamental analysis

Qualitative: Industry position, management, historical & projected earnings;

Quantitative: Liquidity, accounting ratios, and practices, technical

3

Security analysis

Valuation, technical upside/downside assesment

Systematic Risk Management
4

Interest rates

5

Credit Spreads

Portfolio
Arrow UpTop down

Key Investment Themes

Economic, Secular, Political, Market

Identify secular trends that could impact securities and overall portfolio

Arrow DownBottom up

Extensive Due Diligence

Industry, Company, Security

Identify securities that offer attractive return/risk characteristics

Marret Asset Management Investment
Marret Asset Management Investment

History

2001

The firm was founded in 2001 by Barry Allan. In the early years, Marret focused exclusively on high yield mandates for private investors and institutions. The high yield mandates’ returns approached equity-like levels, while providing the benefit of lower volatility.

2008

A risk management focus helped Marret avoid the severe losses experienced by markets in the financial crisis of 2008-09.

2009

In 2009, Marret added investment grade credit capability. Marret now offers a full spectrum of corporate credit investing strategies covering investment grade, high yield, short term cash alternatives, and opportunistic fixed income strategies for both core and alternative allocations.

2013

Became a 65% owned subsidiary of CI Financial Corporation.

2019

At January 2019, AUM totaled $4 Billion across all strategies.