Institutional markets
Investment management services, in major equity asset classes, for institutional investors: corporate and public pension plans • defined benefit plans • defined contribution plans • insurance companies • endowments • foundations
Triasima has been serving the institutional market since 1998. Our service approach is tailored to the specific requirements of each of our institutional clients.
Strategies
Triasima American All Cap Equity
As of December 31, 2019
Investment Objective
The American All Capitalization Equity strategy invests in stock securities and trust units of American organizations. The portfolio is focused through 30 to 75 holdings and is well diversified across the various sectors of the American equity market. Securities are chosen amongst a wide spectrum of market capitalizations, including small capitalization securities. The investment performance objective of the strategy is to surpass over time the return of the S&P 500 Index.Investment Approach
Since 1998, the team of investment professionals at Triasima have employed their proprietary research process that uses a multi-disciplined methodology called the “Three Pillar Approach” to provide strong relative returns to Triasima clients regardless of market conditions.| Available under | Segregated accounts, pooled fund and SMA model |
| Inception date | June 30, 1998 |
| Assets under management | $25.8 million |
| Investment methodology | Triasima Three-Pillar Approach™ |
| Type of holdings | American Equities |
| Number of holdings | 30 to 75 |
| Benchmark | S&P 500 |
As of December 31, 2019
Top 10 holdings
| Zoetis | 3.6 % |
| MSCI Inc. | 3.3 % |
| Fiserv | 3.2 % |
| Dollar General | 3.0 % |
| Pool Corp | 2.6 % |
| Microsoft | 2.4 % |
| Nextara Energy | 2.4 % |
| Transdigm Group Inc | 2.4 % |
| Walt Disney Co | 2.4 % |
| Autozone | 2.3 % |
Sector allocation
| Financials | |
| Information Technology | |
| Industrials | |
| Health Care | |
| Consumer Discretionary | |
| Consumer Staples | |
| Materials | |
| Real Estate | |
| Utilities | |
| Communication Services | |
| Energy | |
| Cash & Short Term |
Geographic allocation
| Canada |
Quantitative parameters (as of December 31, 2019)
As of December 31, 2019. Investment performance is from a composite of identical mandates.
Actual returns may differ slightly depending on the investment vehicle under which the strategy is applied.
Actual returns may differ slightly depending on the investment vehicle under which the strategy is applied.
Growth of a $10,000 investment
Performance
Annual returns
| 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
| Triasima | 21.7 | 1.6 | 19.8 | 1.5 | 19.5 | 21.4 | 37.4 | 15.5 | -1.6 | 18.5 |
| S&P 500 | 24.4 | 3.4 | 13.1 | 7.9 | 20.2 | 23.2 | 40.6 | 12.7 | 3.8 | 8.7 |
Annualized returns
| 3 months | YTD | 1 year | 2 years | 3 years | 5 years | 10 years | Inception | |
| Triasima | 3.2 | 21.7 | 21.7 | 11.2 | 14.0 | 12.4 | 15.0 | 7.7 |
| S&P 500 | 6.8 | 24.4 | 24.4 | 13.4 | 13.3 | 13.5 | 15.3 | 5.8 |
from composites of identical mandates after August 2003, linked, for all periods up to that date, with the investment performance of the American equities held in all portfolios under management, with an assumed cash position of 5 % a nil return.