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 Canadian Small Cap Equity
As of September 30, 2019
Investment Objective
The Canadian Small Capitalization Equity strategy invests in stock securities and trust units of small Canadian organizations in order to achieve rapid growth of capital. The strategy is focused through 35 to 65 holdings and it actively seeks diversification across the various sectors and industries of the small capitalization Canadian equity market. The investment performance objective of the strategy is to surpass over time the return from the S&P/TSX Smallcap 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 | October 31, 1998 |
| Assets under management | $127 million |
| Type of holdings | Equity securities of small Canadian companies |
| Investment methodology | Triasima Three-Pillar Approach™ |
| Number of holdings | 35-65 |
| Benchmark | S&P/TSX Smallcap Index since October 1, 2018 and BMO Small Cap. Index from May 31, 2013 to September 30, 2018 |
As of September 30, 2019
Top 10 holdings
| Goeasy | 3.9 % |
| Summit Industrial Income Reit | 3.5 % |
| Cargojet Inc | 3.3 % |
| North American Construction | 3.2 % |
| Ero Copper | 3.1 % |
| Home Capital Group | 3.0 % |
| Morneau Shepell | 2.9 % |
| North American Palladium | 2.9 % |
| Badger Daylighting | 2.8 % |
| Dundee Precious Metals | 2.6 % |
Sector allocation
| Materials | |
| Real Estate | |
| Energy | |
| Industrials | |
| Financials | |
| Cash & Short Term | |
| Consumer Discretionary | |
| Information Technology | |
| Utilities | |
| Consumer Staples | |
| 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 is based on monthly data.
Actual returns may differ slightly depending on the investment vehicle under which the strategy is applied.
Growth of a $10,000 investment is based on monthly data.
Growth of a $10,000 investment
Performance
Annual returns
| 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
| Triasima | -19.7 | 13.5 | 20.5 | 7.6 | -6.9 | 34.5 | 6.5 | -2.7 | 29.1 | 38.3 |
| Benchmark | -18.2 | 6.4 | 35.4 | -13.8 | -0.1 | 7.8 | 2.5 | -14.2 | 38.5 | 75.1 |
Annualized returns
| 3 months | YTD | 1 year | 2 years | 3 years | 5 years | 10 years | Inception | |
| Triasima | -0.5 | 13.6 | -6.6 | -0.8 | -0.3 | 4.3 | 9.7 | 12 |
| Benchmark | -1.2 | 9.1 | -7.6 | -3.1 | -0.7 | 0.6 | 5.1 | 7.3 |
Investment performance is shown before management fees and expenses, and is annualized for periods over one year. Investment performance is from a composite of identical mandates. Future investment results will differ from past results.