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
Triasima Canadian Diversified Equity
As of June 30, 2017
Investment Objective
The Canadian Diversified Equity strategy invests in stock securities and trust units of Canadian organizations and up to 10% of the market value of the portfolio in non-Canadian organizations. The portfolio is focused through 40 to 70 holdings and is well diversified across the various sectors of the equity market. Securities are chosen amongst a wide spectrum of market capitalizations, from medium to large capitalization securities. 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’s clients regardless of market conditions.| Available under | Segregated accounts and pooled fund |
| Inception date | October 3, 2006 |
| Assets under management | $455 million |
| Investment methodology | Triasima Three-Pillar Approach™ |
| Type of holdings | Equity securities of mid and large Canadian companies with up to 10% non-Canadian companies |
| Number of holdings | 40-70 |
| Benchmark | S&P/TSX Composite Index |
As of June 30, 2017
Top 10 holdings
| Bank of Nova Scotia | 5.7 % |
| Royal Bank of Canada | 5.2 % |
| Toronto-Dominion Bank | 5.1 % |
| Bank of Montreal | 3.7 % |
| Canadian National Railway | 3.7 % |
| Firstservice | 3.5 % |
| Dollarama | 3.2 % |
| Open Text | 3.0 % |
| Shopify Inc. | 2.9 % |
| Transcanada Corp. | 2.6 % |
Sector allocation
| Financials | |
| Energy | |
| Materials | |
| Industrials | |
| Information Technology | |
| Real Estate | |
| Consumer Discretionary | |
| Consumer Staples | |
| Telecommunications | |
| Utilities | |
| Cash & Short Term |
Geographic allocation
| Canada |
Quantitative parameters (as of June 30, 2017)
As of June 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.
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
| 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | |
| Triasima | 18.4 | -31.4 | 27.5 | 24.2 | -1.0 | 10.4 | 24.1 | 10.9 | 2.7 | 8.3 |
| S&P/TSX | 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 | -1.2 | 1.4 | 5.0 | 4.5 | 4.4 | 10.4 | 6.9 | 8.0 |
| S&P/TSX | -1.6 | 0.7 | 11.0 | 5.3 | 3.1 | 8.7 | 3.9 | 5.0 |
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.