The Triasima Canadian Diversified Equity Strategy invests in equities and equity equivalent securities of Canadian and foreign organizations.
The strategy invests in common stocks of Canadian organizations and, up to 10% of the market value, in common stocks of foreign organizations. Securities are chosen amongst a broad range of market capitalizations.
The objective of the mandate is to provide medium- to long-term growth of capital through investments in a diversified portfolio of equity securities.
Since 1998, Triasima has been known for its unique Three-Pillar ApproachTM, which combines fundamental, quantitative, and trend analysis in a rigorous, yet innovative, investment process that remains consistent under all market conditions.
ESG factors are variables considered in the Fundamental Pillar, to better understand the companies in which it invests and to mitigate risk. As such, ESG factors are an integral part of our investment approach.
Triasima is wholly owned by its founders, employees and directors, and is completely independent from any other company or organization.
The “growth” style of management allows us to identify securities with superior income growth and the “value” style, securities that are trading at advantageous prices.
