Private wealth

Investment management services for investment firms, investment advisors, family offices, and financial planners: corporate accounts • trusts • estates • individuals

Triasima partners with third-party wealth management firms to serve their high net worth clients. These alliances allow retail clients to benefit from Triasima’s exclusive investment approach while securing their relationship with the referring investment advisors and firms.

Strategies

As of September 30, 2017

Investment Objective

The ACWE strategy invests in stocks of companies having a broad range of capitalizations and domiciled in developed and emerging countries, with the exception of Canada. The portfolio holds between 55 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 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 underSegregated accounts,
pooled fund and SMA model
Inception dateOctober 31, 2012
Assets under management$7.92 million
Investment approachTriasima Three-Pillar Approach™
Type of holdingsEquity securities of American, and international corporations through American Depositary Shares ("ADS") or Global Depositary Receipts ("GDR")
Number of holdings55-85
BenchmarkMSCI All Country World Equity Index
As of September 30, 2017

Top 10 holdings

Nvidia 5.6 %
Pampa Energia 4.2 %
Caterpillar 3.1 %
Old Dominion Freight Line 3.0 %
Marsch & McLennan 2.9 %
Accenture 2.6 %
Sociedad Quimica y Minera 2.6 %
Microsoft 2.5 %
Unicredit SPA 2.5 %
SAP AG 2.4 %

Sector allocation

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

Geographic allocation

United States
 
Europe
 
Latin America
 
Asia
 
Cash & Short-term
 
As of September 30, 2017. 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.

Growth of a $10,000 investment

Performance

Annual returns

2016 2015 2014 2013
Triasima 0.1 18.7 9.0 33.3
MSCI ACWI 4.6 16.5 13.6 31.3

Annualized returns

3 months YTD 1 year 2 years 3 years Inception
Triasima 4.5 14.6 13.1 11.4 12.0 15.3
MSCI ACWI 1.2 9.0 12.9 11.3 11.4 15.6
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.

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.