All Country World Equity Long/Short
Strategy

The Triasima All Country Equity Long/Short Strategy is a single asset class investment mandate and consists in investing in equities and other equity equivalent securities of global organizations. 

The objective of the mandate is to provide long-term capital appreciation, with a low correlation to the MSCI ACWI, by taking long and short investment positions in global equities. 

Key elements
Inception
2020
Benchmark
FTSE 91-Day T-Bill + 3% per annum with a floor of 4%
Primary objective
Outperform the benchmark
Long term objectives
Outperform the MSCI ACWI with lower volatility and with low correlation to the index
Number of holdings
30-90 long and 20-70 short positions
Types of securities
Common stocks and other equity-equivalents such as ADRs and GDRs. ETFs are allowed.
Sector limits
From -10% of the portfolio’s value to +15% over the MSCI ACWI GICS sector weights
Leverage
• Long positions can be leveraged up to 150% of the capital • Short positions will represent 20% to 125% of the value of long positions • Short positions cannot exceed 50% of the capital
Diversification
Themes and factor exposures are numerous at all times and spread out over many individual positions
Derivatives
Not permitted

Why choose the Triasima All Country World Equity Long/Short 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
Redouane Khireddine, CFA
Founding Partner and Portfolio Manager
Nicola Haratonian, CFA
Portfolio Manager

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