"We are active managers who are not afraid to be active."

Marret’s investment process is heavily weighted toward avoiding market downturns. This is because the market always provides an attractive absolute yield. The key to out-performance is not in catching rallies, but rather in avoiding defaults and retaining as much of the beginning yield as possible.

Lead Portfolio Manager

Paul Sandhu

Paul Sandhu, Vice-President & Portfolio Manager
Mr. Sandhu has 29 years of domestic and international fixed-income experience. Prior to joining Marret, he was responsible for the global distribution of Canadian fixed-income and money market products at BMO Capital Markets and was directly responsible for advising the world’s largest fixed-income asset managers on portfolio strategy, asset mix, security selection, and alpha/beta generation.

Investment Process

Using a blend of top down and bottom up strategies, Marret's investment process begins with a macro forecast and selection of industry overweights and underweights, then moves into company and individual security selection.

Marret's investment process involves:

Macro Forecast

Macro Forecast
Assess the broad macro-economic environment to identify positive and negative trends globally that could impact bond returns.

Sector Analysis

Sector Analysis
Determine which sectors/industries to over or underweight based on prevailing economic/market trends.

Security Selection

Security Selection
Review company fundamentals to assess their ability to generate cash and meet interest and principal obligations. Identify securities that are mispriced relative to Marret's analysis of potential return and underlying risk.

Stringent Trading Rules

Stringent Trading Rules
Numerous trading rules are followed to ensure the process is heavily weighted towards avoiding market downturns and not 'reaching' for yield.

First Asset ETFs Actively Managed by
Marret Asset Management Inc.

FIG First Asset Investment Grade Bond ETF

Detailed Information

FIG Monthly Profile
FIG Commentary
Webinar (CE Credits)
Advisor use only

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