American All Capitalization Equity
Strategy

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.

Typical asset allocation

Typical sector allocation

Financials
Industrial
Technology
Consumer discretionary
Health care
Materials
Communication services
Real estate
Energy
Utilities
Consumer staples
Cash and short-term
Key elements
Inception
2003
Number of holdings
40 to 65
Types of holdings
Equities and equity equivalent securities of American organizations
Benchmark
S&P 500 Index, Net (CAD)
Sector limits
Up to ± 15% versus S&P 500 GICS sectors
Return objective
2% over the benchmark

Why choose the Triasima American 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
Nicola Haratonian, CFA
Portfolio Manager