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.


As of December 31, 2019

Investment Objective

The Canadian Equity strategy invests in stock securities and trust units and seeks capital appreciation and dividend income. The strategy is very focused through 30 to 75 holdings predominantly selected from the universe of the 120 largest organizations in Canada and it is well diversified across the various sectors of the Canadian equity market. The investment performance objective of the strategy is to surpass over time the return of the S&P/TSX Composite 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’s clients regardless of market conditions.
Available underSegregated accounts, pool fund and SMA model
Inception dateNovember 30, 1999
Assets under management$1,674.1 million
Investment methodologyTriasima Three-Pillar Approach™
Type of holdingsAt least 90% of portfolio from the largest
120 securities within the S&P/TSX Composite Index; up to 10% from the remainder of the Index
Number of holdings30-75
BenchmarkS&P/TSX Composite Index
As of December 31, 2019

Top 10 holdings

Royal Bank of Canada 7.3 %
Bank of Nova Scotia 4.7 %
Enbridge 4.3 %
Brookfield Asset Management 4.0 %
Canadian Natural Resources 3.7 %
Canadian Pacific Railway 3.4 %
Manulife Financial Corporation 2.9 %
National Bank of Canada 2.9 %
Toronto-Dominion Bank 2.9 %
Shopify Inc. 2.8 %

Sector allocation

Information Technology
Real Estate
Consumer Staples
Communication Services
Consumer Discretionary
Health Care
Cash & Short Term

Geographic allocation


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.

Growth of a $10,000 investment


Annual returns

2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Triasima 23.5 -9.2 7.7 16.3 -0.5 12.2 21.8 7.4 -3.6 17.1
S&P/TSX 22.9 -8.9 9.1 21.1 -8.3 10.6 13 7.2 -8.7 17.6

Annualized returns

3 months YTD 1 year 2 years 3 years 5 years 10 years Inception
Triasima 2.9 23.5 23.5 5.9 6.5 6.9 8.7 9.1
S&P/TSX 3.2 22.9 22.9 5.8 6.9 6.3 6.9 6.8
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.

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.