Institutional markets
Investment management services, in major equity asset classes, for institutional investors: corporate and public pension plans • defined benefit plans • defined contribution plans • insurance companies • endowments • foundations
Triasima has been serving the institutional market since 1998. Our service approach is tailored to the specific requirements of each of our institutional clients.
Strategies
Triasima All Country World Equity
As of December 31, 2018
Investment Objective
The ACWE strategy invests in stocks of companies having a broad range of capitalizations and domiciled in developed and emerging countries. The portfolio holds between 30 to 85 American and International stocks geografically diversified across the Index's sectors. The investment objective of the ACWE strategy is to outperform the performance of the MSCI ACWI.Investment Approach
Since 1998, the team of investment professionals at Triasima have employed their proprietary research process that uses a multi-disciplined methodology called the “Three-Pillar Approach” to provide strong relative returns to Triasima’s clients regardless of market conditions.| Available under | Segregated accounts, pooled fund and SMA model |
| Inception date | October 31, 2012 |
| Assets under management | $9,20 million |
| Investment approach | Triasima Three-Pillar Approach™ |
| Type of holdings | Equity securities of American, and international corporations through American Depositary Shares ("ADS") or Global Depositary Receipts ("GDR") |
| Number of holdings | 30-85 |
| Benchmark | MSCI All Country World Equity Index |
As of December 31, 2018
Top 10 holdings
| Unitedhealth Group Inc. | 2.8 % |
| CF Industries Holdings | 2.6 % |
| Microsoft | 2.6 % |
| Visa | 2.4 % |
| Adobe Systems | 2.0 % |
| Ecolab | 2.0 % |
| Illumina | 2.0 % |
| Sony Corp. | 2.0 % |
| Anthem | 1.9 % |
| Intuitive Surgical | 1.8 % |
Sector allocation
| Information Technology | |
| Health Care | |
| Consumer Discretionary | |
| Industrials | |
| Materials | |
| Energy | |
| Cash & Short Term | |
| Financials | |
| Communication Services | |
| Utilities | |
| Consumer Staples |
Geographic allocation
| United States | |
| Europe | |
| Cash & Short Term | |
| Latin America – Emerging | |
| Asia – Developed | |
| Asia – Emerging |
As of December 31, 2018. Investment performance is that of the Triasima ACWE Fund.
Actual returns may differ slightly depending on the investment vehicle under which the strategy is applied.
Actual returns may differ slightly depending on the investment vehicle under which the strategy is applied.
Growth of a $10,000 investment
Performance
Annual returns
| 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
| Triasima | -7.8 | 22.7 | 0.1 | 18.6 | 9.0 | 33.3 |
| MSCI ACWI | -1.5 | 15.8 | 4.6 | 16.5 | 13.6 | 31.3 |
Annualized returns
| 3 months | YTD | 1 year | 2 years | 3 years | Inception | |
| Triasima | -12.3 | -7.8 | -7.8 | 6.3 | 4.2 | 11.9 |
| MSCI ACWI | -8.1 | -1.5 | -1.5 | 6.8 | 6.1 | 13.1 |
Investment performance is shown before management fees and expenses, and is annualized for periods over one year. Investment performance is that of the Triasima ACWE Fund.