Your portfolio.
Your team.
Triasima Portfolio Management is a renowned name among Canadian institutional investors: pension funds, insurers, foundations, and others. Its expertise is also available to individuals through Triasima Private Wealth.
Based in Montréal since 2000, Triasima serves a select group of institutional and private clients. We have over $3 billion in assets under management. Our founding partners are still actively involved in all investment decisions.
Our employees and officers are sole owners of the firm, which is independent of any other company or organization. Our advice and product offerings are therefore not influenced by any relationship with any financial institution.
Triasima is known for its Three-Pillar ApproachTM, an exclusive methodology that integrates fundamental, quantitative, and trend analysis in a rigorous yet innovative process.
This methodology allows us to deploy a robust investment process based on six core principles.
Our investment process is based on three analytical methods, our three "pillars": fundamental, quantitative, and trend. This means that all the companies in which we invest are analyzed from three distinct and independent angles using well-defined criteria. Nothing is left to chance.
Our humble and disciplined approach allows us to avoid behavioural biases such as overconfidence, which often brings investors to make bad investment decisions.
The integration of environmental, social, and good governance criteria allows us to identify certain risks and opportunities linked to factors, while contributing to the development of a better world.
Our portfolios are exposed to a wide range of styles, such as Growth, Value and Momentum. This reduces risk by providing stability of returns for the portfolio through the various phases of the economic cycle.
In addition to building well-diversified portfolios, our team applies continuous risk management using state-of-the-art tools.
The Three-Pillar ApproachTM identifies not only attractive stocks, but also those that should be sold. We do not hesitate to replace a losing stock with a more promising one.
Respect
Humility
Integrity
Responsibility
Passion
Creativity