Canadian Small Capitalization Equity

The Triasima Canadian Small Capitalization Equity Strategy invests in equities and equity equivalent securities of small Canadian organizations.

Small capitalization securities may be identified as having a float capitalization less than three and a half times the weighted average float capitalization of the S&P/TSX SmallCap Index.

The objective of the mandate is to achieve a high total return primarily through growth of capital.

Typical asset allocation

Typical sector allocation

Real estate
Consumer discretionary
Cash and short-term
Communication services
Health care
Key elements
Number oh holdings
35 to 65
Types of holdings
Equities and equity equivalent securities of small Canadian organizations
S&P/TSX SmallCap Index
Sector limits
Up to ± 15% versus S&P/TSX SmallCap GICS sectors
Return objective
4% over the benchmark

Why choose the Triasima Canadian Small Capitalization 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
Scott Collins, CFA
Founding Partner and Deputy Chief Investment Officer