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 March 31, 2017

Investment Objective

The Canadian Equity strategy invests in stock securities and trust units and seeks capital appreciation and dividend income. The strategy is very focused through 35 to 65 holdings predominantly selected from the universe of the 120 largest organizations in Canada and it is well diversified across the various sectors of the Canadian equity market. 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 underSegregated accounts, pool fund and SMA model
Inception dateNovember 30, 1999
Assets under management$459 million
Investment methodologyTriasima Three-Pillar Approach™
Type of holdingsAt least 90% of portfolio from the largest
120 securities within the S&P/TSX Composite Index; up to 10% from the remainder of the Index
Number of holdings35-65
BenchmarkS&P/TSX Composite Index
As of March 31, 2017

Top 10 holdings

Royal Bank of Canada 8.2 %
Toronto-Dominion Bank 7.4 %
Bank of Nova Scotia 6.6 %
Bank of Montreal 5.2 %
Canadian National Railway 3.9 %
Manulife Financial Corporation 3.6 %
Canadian Pacific Railway 3.0 %
Pembina Pipeline 3.0 %
Premium Brands Holdings 2.9 %
Transcanada Corp. 2.8 %

Sector allocation

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

Geographic allocation

Canada
 

Quantitative parameters (as of March 31, 2017)

As of March 31, 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

2007 2008 2009 2010 2011 2012 2013 2014 2015 2016
Triasima 14.8 -25.7 19.7 17.1 -3.6 7.4 21.8 12.2 -0.5 16.3
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 2.6 2.6 17.3 6.6 7.7 11.2 6.8 9.6
S&P/TSX 2.4 2.4 18.6 5.3 5.8 7.8 4.7 6.9
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
info@triasima.com

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.