Canadian All Capitalization Equity
Strategy

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

Securities are mainly chosen among medium to large Canadian companies included in the S&P/TSX Composite Index. Small capitalization equities, defined as securities not included in the S&P/TSX Composite Index, are also eligible and may represent up to 15% of the portfolio. The objective of the mandate is to achieve a high total return primarily through growth of capital from a broad capitalization range of Canadian securities.

Typical asset allocation

Typical sector allocation

Financials
Technology
Energy
Materials
Cash and short-term
Industrial
Real estate
Communication services
Utilities
Consumer discretionary
Consumer staples
Health care
Key elements
Inception
1998
Number of holdings
40 to 65
Types of holdings
Equities and equity equivalent securities of Canadian organizations.
Benchmark
S&P/TSX Composite Index
Sector limits
Up to ± 15% versus S&P/TSX sectors
Return objective
4% over benchmark

Why choose the Triasima Canadian All 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. ing., MBA, CFA
Founding Partner, CEO and CIO
Redouane Khireddine, CFA
Founding Partner and Portfolio Manager