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.
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.
André R. Chabot is the father of the Three-Pillar Approach. He holds a degree in Engineering, a Master of Business Administration and is a CFA® charterholder.
André has been managing assets for institutional and high net worth clients for over 30 years. From 1980 to 1987, he worked in the field of corporate finance for the Chase Manhattan Bank and the Bank of Montreal. In 1987, he joined Bolton Tremblay, where he was involved in asset mix studies and equity management. He joined Magna Vista Capital Management as senior partner in 1996. In 1998, he set up a portfolio management team to advise on assets for a mutual fund organization. This team subsequently became Triasima.
Edward Antczak joined Triasima in 2012 as portfolio manager. He holds a Master of Business Administration from HEC Montreal and a Master of Economics from the Gdansk University in Poland. Edward is also a CFA® charterholder.
Edward has over 30 years of financial industry experience. His career began in private wealth management in 1986 at the Royal Trust Company. He then joined the Caisse de dépôt et placement du Québec as a financial analyst. His most recent position was portfolio manager for the Rio Tinto Alcan pension fund.
At Triasima, Edward is involved in managing Triasima’s Canadian equity strategies. He primarily does fundamental research on Canadian large- and mid-cap companies.
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