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

As of September 30, 2017

Investment Objective

The Canadian All Capitalization Equity strategy invests in stock securities and trust units of Canadian organizations. The portfolio is focused through 40 to 65 holdings and is well diversified across the various sectors of the Canadian equity market. Securities are chosen amongst a wide spectrum of market capitalizations, including small capitalization securities that may represent from 0% to 15% of the portfolio. The investment performance objective of the strategy is to surpass over time the return of the S&P/TSX Composite Index.

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 clients regardless of market conditions.
Available underSegregated accounts,
pooled fund and SMA model
Inception dateApril 30,1998
Assets under management$2,163 million
Investment methodologyTriasima Three-Pillar Approach™
Type of holdingsEquity securities of Canadian companies; up to 15% small Canadian companies
Number of holdings40-65
BenchmarkS&P/TSX Composite Index
As of September 30, 2017

Top 10 holdings

Royal Bank of Canada 5.3 %
Bank of Nova Scotia 5.2 %
Toronto-Dominion Bank 4.7 %
Dollarama 3.3 %
Premium Brands Holdings 3.3 %
Canadian National Railway 3.1 %
CCL Industries 2.9 %
Lundin Mining 2.5 %
Rogers Communication 2.5 %
Shopify Inc. 2.5 %

Sector allocation

Financials
 
Energy
 
Materials
 
Industrials
 
Information Technology
 
Cash & Short Term
 
Consumer Discretionary
 
Consumer Staples
 
Real Estate
 
Telecommunications
 
Utilities
 
Health Care
 

Geographic allocation

Canada
 

Quantitative parameters (as of September 30, 2017)

As of September 30, 2017. Investment performance is from a composite of identical mandates.
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

2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016
Triasima 35.9 26.4 25.7 12.2 19.1 -30.9 30.1 21.6 -1.2 9.6 25.7 10.8 1.4 10.1
S&P/TSX 26.7 14.5 24.1 17.3 9.8 -33.0 35.1 17.6 -8.7 7.2 13.0 10.6 -8.3 21.1

Annualized returns

3 months YTD 1 year 2 years 3 years 5 years 10 years Inception
Triasima 3.9 3.2 0.6 7.0 5.3 10.2 6.8 12.1
S&P/TSX 3.7 4.4 9.2 11.7 4.5 8.1 4.1 6.2
Investment performance is shown before management fees and expenses, and is annualized for periods over one year. Investment performance is from a composite of identical mandates. Future investment results will differ from past results.

Our address

1555 Peel St., Suite 1200, Montreal, Quebec H3A 3L8
T: 514.906.0667

About us

Triasima Portfolio Management Inc. is a Canadian investment management firm with a diversified clientele of more than 200 institutional and high net worth clients. The firm is known for its proprietary Three-Pillar Approach™, which combines fundamental analysis, quantitative analysis and trend analysis in a rigorous, yet innovative, investment process.