Canadian Diversified Equity

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.

Typical asset allocation

Typical sector allocation

Cash and short-term
Consumer discretionary
Real estate
Communication services
Consumer staples
Key elements
Number of holdings
25 to 75
Types oh holdings
Equities and equity equivalent securities of Canadian and foreign organizations
Maximum allocation of foreign companies
S&P/TSX Composite Index
Sector limits
Up to ± 15% versus S&P/TSX sectors
Return objective
2% over the benchmark

Why choose the Triasima Canadian Diversified Equity Strategy

A unique and proven approach: the Three-Pillar ApproachTM

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.

Environmental, Social, and Governance (ESG) integration

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.

A renowned and independent asset manager

Triasima is wholly owned by its founders, employees and directors, and is completely independent from any other company or organization.

A superior combination of Growth and Value parameters

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. 

Your portfolio managers

André R. Chabot, B.Eng., MBA, CFA
Founding Partner, CEO and CIO
Redouane Khireddine, CFA
Founding Partner and Portfolio Manager