Carret
Overview
Carret is a global investment management firm that provides discretionary portfolio management services to high-net-worth individuals, families, foundations, and endowments. They focus on long-term capital appreciation through a disciplined, value-oriented investment approach.
About Us
Carret Asset Management LLC was founded in 1924. The firm emphasizes a research-intensive process, seeking undervalued companies with strong fundamentals and sustainable competitive advantages. Their investment philosophy is centered around building concentrated portfolios of high-quality businesses.
Vision
To be a trusted partner to our clients, helping them achieve their long-term financial goals through prudent investment management.
Mission
To provide clients with superior investment results through a disciplined, value-oriented approach and exceptional client service.
Culture
Carret fosters a culture of intellectual curiosity, collaboration, and integrity. They emphasize teamwork, continuous learning, and a commitment to serving their clients' best interests. The firm promotes a long-term perspective and encourages independent thinking.
Headquarters
Bangalore, Karnataka