Canadian Equity
Strategy

The Triasima Canadian Equity Strategy invests in equities and equity equivalent securities of Canadian companies.

A minimum of 90% of the market value of the common stocks are invested among the 120 largest Canadians companies, as measured by their free-float market capitalization. The balance can be invested in Canadian publicly traded companies of any size.

The objective of the mandate is to provide medium- to long-term growth of capital through investments in a diversified portfolio of Canadian equity securities.

Typical asset allocation

Typical sector allocation

Financials
Industrial
Technology
Materials
Energy
Real estate
Consumer staples
Consumer discretionary
Communication services
Utilities
Cash and short-term
Key elements
Inception
1999
Number of holdings
25-75
Type 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 GICS sectors
Return objective
2% over the benchmark
Proxy voting
Implemented by the GIR Inc. (CAUCUS Policy), which incorporates ESG factors, and overseen by Triasima

Why choose the Triasima Canadian 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
Scott Collins, CFA
Founding Partner and Deputy Chief Investment Officer
Edward Antczak, MBA, CFA
Portfolio Manager

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