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 Equity
As of September 30, 2018
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 35 to 65 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 under | Segregated accounts, pool fund and SMA model |
| Inception date | November 30, 1999 |
| Assets under management | $481 million |
| Investment methodology | Triasima Three-Pillar Approach™ |
| Type of holdings | At 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 holdings | 35-65 |
| Benchmark | S&P/TSX Composite Index |
As of September 30, 2018
Top 10 holdings
| Toronto-Dominion Bank | 7.9 % |
| Royal Bank of Canada | 7.7 % |
| Suncor Energy | 4.9 % |
| Bank of Montreal | 4.2 % |
| Canadian Pacific Railway | 3.6 % |
| Nutrien | 3.5 % |
| Enbridge | 3.2 % |
| Shopify Inc. | 3.0 % |
| Sun Life | 2.9 % |
| Brookfield Asset Management | 2.8 % |
Sector allocation
| Financials | |
| Energy | |
| Industrials | |
| Information Technology | |
| Materials | |
| Real Estate | |
| Consumer Discretionary | |
| Telecommunications | |
| Consumer Staples | |
| Cash & Short Term |
Geographic allocation
| Canada |
Quantitative parameters (as of September 30, 2018)
As of September 30, 2018. 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
| 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | |
| Triasima | 14.8 | -25.7 | 19.7 | 17.1 | -3.6 | 7.4 | 21.8 | 12.2 | -0.5 | 16.3 | 7.7 |
| S&P/TSX | 9.8 | -33.0 | 35.1 | 17.6 | -8.7 | 7.2 | 13.0 | 10.6 | -8.3 | 21.1 | 9.1 |
Annualized returns
| 3 months | YTD | 1 year | 2 years | 3 years | 5 years | 10 years | Inception | |
| Triasima | -2.3 | 3.6 | 7.2 | 6.4 | 8.9 | 9.9 | 8.3 | 9.3 |
| S&P/TSX | -0.6 | 1.4 | 5.9 | 7.5 | 9.7 | 7.8 | 6.3 | 6.7 |
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.