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.

Strategies

As of December 31, 2018

Investment Objective

The all country world ex-fossil equity strategy consists of investing in securities of companies from developed and emerging countries, with the exception of Canada. The portfolio holds between 30 to 85 securities that are diversified geographically and among the sectors of the corresponding index. The strategy does not invest in securities of issuers with fossil fuel reserves that are used for energy production. The objective of this strategy is to outperform the MSCI ACWI index without fossil fuels and coal processing.

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 and pooled fund and SMA
Inception dateMarch 23, 2016
Assets under management$108.1 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 ACWI ex Fossil Fuel ex Coal Generation Select Index
As of December 31, 2018

Top 10 holdings

Unitedhealth Group Inc. 3.8 %
Visa 2.8 %
Sony Corp. 2.7 %
JP Morgan Chase & Co 2.6 %
Union Pacific 2.6 %
Fiserv 2.2 %
Illumina 2.2 %
Quaker Chemical 2.2 %
Ecolab 2.0 %
Fisher & Paykel Healthcare 2.0 %

Sector allocation

Information Technology
 
Health Care
 
Cash & Short Term
 
Industrials
 
Consumer Discretionary
 
Financials
 
Materials
 
Communication Services
 
Consumer Staples
 

Geographic allocation

United States
 
Cash & Short Term
 
Europe
 
Asia – Developed
 
Latin America – Emerging
 
Asia – Emerging
 
As of December 31, 2018. Investment performance is that of the Triasima ACWE Ex-Fossil Fund. 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

2018 2017
Triasima -2.4 20.6
MSCI ACWI ex Fossil Fuel
ex Coal Generation Select Index
-1.9 16.8

Annualized returns

3 months YTD 1 year 2 years Inception
Triasima -12.5 -2.4 -2.4 8.5 10.0
MSCI ACWI ex Fossil Fuel
ex Coal Generation Select Index
-8.1 -1.9 -1.9 7.0 8.7
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 Ex-Fossil Fund.

Our address

1555 Peel St., Suite 1200, Montreal, Quebec H3A 3L8
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.