Private wealth

Investment management services for investment firms, investment advisors, family offices, and financial planners: corporate accounts • trusts • estates • individuals

Triasima partners with third-party wealth management firms to serve their high net worth clients. These alliances allow retail clients to benefit from Triasima’s exclusive investment approach while securing their relationship with the referring investment advisors and firms.


As of June 30, 2019

Investment Objective

The ACWE strategy invests in stocks of companies having a broad range of capitalizations and domiciled in developed and emerging countries. The portfolio holds between 30 to 85 American and International stocks geografically diversified across the Index's sectors. The investment objective of the ACWE strategy is to outperform the performance of the MSCI ACWI.

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,
pooled fund and SMA model
Inception dateOctober 31, 2012
Assets under management$11.84 million
Investment approachTriasima Three-Pillar Approach™
Type of holdingsEquity securities of American, and international corporations through American Depositary Shares ("ADS") or Global Depositary Receipts ("GDR")
Number of holdings30-85
BenchmarkMSCI All Country World Equity Index
As of June 30, 2019

Top 10 holdings

Visa 2.9 %
Ecolab 2.4 %
Dollar General 2.3 %
Zoetis 2.3 %
Autozone 2.2 %
Casella Waste Systems 2.2 %
Paypal Holdings 2.2 %
Union Pacific 2.1 %
Adobe Systems 2.0 %
Microsoft 2.0 %

Sector allocation

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

Geographic allocation

United States
Latin America – Emerging
Asia – Developed
Asia – Emerging
Cash & Short Term
As of June 30, 2019. Investment performance is that of the Triasima ACWE Fund.
Actual returns may differ slightly depending on the investment vehicle under which the strategy is applied.

Growth of a $10,000 investment


Annual returns

2018 2017 2016 2015 2014 2013
Triasima -7.8 22.7 0.1 18.6 9.0 33.3
MSCI ACWI -1.5 15.8 4.6 16.5 13.6 31.3

Annualized returns

3 months YTD 1 year 2 years 3 years 5 years Inception
Triasima 5.7 16.3 5.4 9.5 10.6 10.2 13.5
MSCI ACWI 1.5 11.5 5.1 8.7 11.9 10.6 13.9
Investment performance is shown before management fees and expenses, and is annualized for periods over one year. Investment performance is that of the Triasima ACWE Fund.

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.