Triasima is known for its Three-Pillar ApproachTM, which has been the foundation of our portfolio management for more than 20 years

Although those three pillars are the core of our approach, they’re only the beginning of the story. To build our portfolios, we use a rigorous, two-step investment process. 

Here is a brief overview.

Our rigorous, two-step investment process

Step 1
Fundamental Analysis

Combining traditional top-down (macro-economic) and bottom-up (company specific) qualitative analysis.

Quantitative Analysis

Screening and ranking securities based on financial ratios that are deemed to have good predicting power.

Trend Analysis

Using tools from the world of technical analysis to gauge the direction and magnitude of a stock trend.

All stocks are filtered through each of our three pillars and attributed a score.
Step 2
DIVERSIFICATION

Holdings
Sectors
Countries
Styles
Time

ONGOING MONITORING

40+ quantitative parameters
16 stress tests – factors and macro-economic events

SELL DISCIPLINE

For securities with a deteriorating three-pillar score or those reaching a certain weight in the portfolio (profit taking)

TOP-DOWN VIEW

Constant alignment with our macro-economic view