Canadian Long/Short Equity
Strategy

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

The objective of the mandate is to provide long-term capital appreciation, with very low correlation to the S&P/TSX Index, by taking long and short investment positions in Canadian equities.

Key elements
Inception
2000
Benchmark
75% FTSE 91-Day T-Bill + 25% S&P/TSX Composite
Primary objective
Outperform the benchmark
Long term objective
Outperform the S&P/TSX Composite Index with lower volatility
Number of holdings
35 to 120 long and 15 to 80 short positions
Individual holdings
Maximum 10% of long or short portfolio
Sector and cash limits
None
Leverage
Up to 25% of capital
Short/long allocation
20% to 125%
Derivatives
Not permitted

Why choose the Triasima Canadian Long/Short 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
Redouane Khireddine, CFA
Founding Partner and Portfolio Manager

Subscribe to our mailing list

To be informed of our webinars and new communications