All Country World Equity
Strategy

The Triasima All Country World Equity Strategy invests in equities and equity equivalent of entities domiciled in developed and emerging countries.

Most of the securities held are medium and large market capitalization entities, with some smaller market capitalization entities. Out of index investments may be significant.

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

Typical asset allocation

Typical sector allocation

Industrial
Financials
Consumer discretionary
Technology
Health care
Cash and short-term
Communication services
Materials
Real estate
Consumer staples
Utilities

Typical geographic allocation

United States
Europe
Cash and short-term
Asia – developed
Latin America – Emerging
Asia – Emerging
Inception
2012
Number of holdings
55 to 85
Types of holdings
Equities and equity equivalent securities of developed and emerging countries
Benchmark
MSCI ACWI, net (CAD)
Sector limits
Up to ± 15% versus MSCI ACWI net (CAD)
Return objective
2% over benchmark

Why choose the Triasima All Country World 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
Nicola Haratonian, CFA
Portfolio Manager

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