OUR PHILOSOPHY

"Buy values, not fancy names." - Philip L. Carret

 

Wealth management

At Carret, we put the needs of clients first. We work with family offices on designing their investment portfolios through a detailed understanding of their specific needs, risk tolerance and structures.  

Client portfolios are managed separately and all securities are held by independent custodians as directed by the client.

PrincipAl investing

We are a leading Asian private
investment company, managing capital on behalf of our partners, family offices and entrepreneurs. We originate, structure and manage assets.

One of our subsidiaries has made proprietary, direct investments into private, mid-market companies globally since 2007.  

 

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corporate advisory

At Carret, we focus on our clients' needs: we will broaden and deepen our services where it is valuable to and necessary for their business.  

We provide vertical integration in financial advice and solutions.

1924

PIONEERED CONCEPT OF “VALUE INVESTING”  

Philip Carret began his investment career in 1924 and founded the “Pioneer Fund” - one of the first mutual funds in America. 

Carret’s disciplined and effective approach to investing was applauded by noted value investor Warren Buffet who said Carret had established “the best long-term investment record of anyone in America."

1963

CARRET ASSET MANAGEMENT FOUNDED IN NYC  

Carret Asset Management was founded in 1963 by Philip L. Carret, an investment legend who pioneered the concept of “value investing.”

He founded Carret Asset Management to create a family office providing investment services for institutional clients and high net worth families. 

2015

CARRET PRIVATE FOUNDED IN HONG KONG  

Carret Private was created to export Carret's 90+ years of experience into Asia. Carret created its first multi-family office with various service offerings for its clients.