Top down analysis
Macro-economic indicators, inflation, interest rates, exchange rates, industry outlook
Qualitative: Industry position, management, historical & projected earnings;
Quantitative: Liquidity, accounting ratios, and practices, technical
Valuation, technical upside/downside assesment
Key Investment Themes
Economic, Secular, Political, Market
Identify secular trends that could impact securities and overall portfolio
The firm was founded in 2001 by Barry Allan, who since the mid 1980’s, has led investment teams in global fixed income and credit, at both a leading Canadian bank and a mutual fund company. 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.
A risk management focus helped Marret avoid the severe losses experienced by markets in the financial crisis of 2008-09.
In 2009, Marret added investment grade credit capability with the arrival of Paul Sandhu. 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.
Became a 65% owned subsidiary of CI Financial Corporation.
At January 2018, AUM totaled $4.2 Billion, of which $800 Million is in hedged strategies.