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

As of September 30, 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 underSegregated accounts, pooled fund and SMA model
Inception dateJune 30, 1998
Assets under management$25.1 million
Investment methodologyTriasima Three-Pillar Approach™
Type of holdingsAmerican Equities
Number of holdings30 to 75
BenchmarkS&P 500
As of September 30, 2019

Top 10 holdings

Zoetis 3.6 %
Dollar General 3.2 %
Fiserv 3.0 %
MSCI Inc. 2.9 %
Pool Corp 2.6 %
Americold Realty Trust 2.5 %
Nextara Energy 2.4 %
Motorola Solutions 2.3 %
Ecolab 2.2 %
Transdigm Group Inc 2.2 %

Sector allocation

Information Technology
 
Consumer Discretionary
 
Health Care
 
Industrials
 
Financials
 
Consumer Staples
 
Real Estate
 
Utilities
 
Cash & Short Term
 
Materials
 
Communication Services
 

Geographic allocation

Canada
 

Quantitative parameters (as of September 30, 2019)

As of September 30, 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.

Growth of a $10,000 investment

Performance

Annual returns

2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Triasima 1.6 19.8 1.5 19.5 21.4 37.4 15.5 -1.6 18.5 -6.1
S&P 500 3.4 13.1 7.9 20.2 23.2 40.6 12.7 3.8 8.7 7.3

Annualized returns

3 months YTD 1 year 2 years 3 years 5 years 10 years Inception
Triasima -1.1 17.9 1.5 14.3 14.0 13.8 15.1 7.7
S&P 500 2.8 16.5 6.0 13.5 13.1 13.9 14.9 5.5
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.

New address

900 de Maisonneuve Blvd. West, Suite 2520, Montreal, Quebec H3A 0A8
T: 514.906.0667

About us

Triasima Portfolio Management Inc. is a Canadian investment management firm with a diversified clientele of more than 200 institutional and high net worth clients. The firm is known for its proprietary Three-Pillar Approach™, which combines fundamental analysis, quantitative analysis and trend analysis in a rigorous, yet innovative, investment process.