The Triasima American All Capitalization Equity Strategy invests in equities and equity equivalent securities of American organizations.
The strategy invests in a wide spectrum of market capitalizations, including small capitalization securities. Securities not included in the S&P 500 Index are also eligible and may represent up to 15% of the portfolio.
The objective of the mandate is to provide medium- to long-term growth of capital through investments in a diversified portfolio of American 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.
Nicola Haratonian joined Triasima in 2014 as a financial analyst, and was promoted to associate portfolio manager in 2017, and as portfolio manager in 2020. Nicola holds a bachelor’s degree in Management from HEC Montréal and is a CFA® charterholder.
Nicola has 15 years of financial industry experience. Prior to joining Triasima, he assumed similar functions covering Canadian equities at Optimum Asset Management from 2007 to 2014.
At Triasima, Nicola is primarily involved in the fundamental analysis of global equities. He also participates in the management of various Triasima’s investment strategies and in the management and monitoring of client portfolios.