The Firm/History

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.

History

2001

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.

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 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.

2013

Became a 65% owned subsidiary of CI Financial Corporation.

2019

At January 2019, AUM totaled $4.1 Billion, of which $525 Million is in hedged strategies.