Balanced
Strategy

The Triasima Balanced Strategy is a flexible multi-asset class mandate that invests fixed income and in variable income securities of companies domiciled in developed and emerging countries.

The objective of the mandate is to generate current income and capital growth over the medium to longer term.

Typical asset allocation

Cash and short term
Canadian bonds
Preferred shares
Canadian equity
US equity
International equity
Aggressive
Moderate
Conservative
Inception
1998
Benchmark
5% FTSE 91 Day T-Bill, 35% FTSE Canada Universe Bond, 20% S&P/TSX Composite Index, 20% S&P 500 Net (CAD) and 20% MSCI EAFE Net (CAD)
Number of holdings
40 to 50 when fully invested
Fixed-income securities
Mainly Canadian
Risk level
Moderate

Why choose the Triasima Balanced 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
Scott Collins, CFA
Founding Partner and Deputy Chief Investment Officer
Nicola Haratonian, CFA
Portfolio Manager

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