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 June 30, 2019

Investment Objective

The Balanced Income strategy consists of investing in fixed and variable income securities. Variable income securities must pay at least two-thirds of their respective index’s income. The objective of this strategy is to outperform the return of its benchmark and generate high current income.

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 clients regardless of market conditions.
Available underSegregated accounts, pooled fund and SMA model
Inception dateApril 30, 1998
Assets under management$75.09 million
Investment approachTriasima Three-Pillar Approach™
Type of holdingsVariable and fixed income
Number of holdingsMinimum 25
BenchmarkFTSE 91-day T-Bill: 5%
FTSE Universe: 30%
S&P/TSX Preferred: 5%
S&P/TSX Composite: 35%
S&P500: 15%
MSCI EAFE Net: 10%
As of June 30, 2019

Top 10 holdings

Labrador Iron Ore Royalty 4.7 %
Marsch & McLennan 3.6 %
Microsoft 2.7 %
Canadian Apart. Properties 2.6 %
Province of NL 2026 06 02 2.5 %
Province of QC 2023 09 01 2.5 %
Richards Packaging 2.5 %
Granite Reit 2.3 %
Rogers Communication 2.3 %
Royal Bank of Canada 2.3 %

Asset allocation

Canadian Equities
 
Bonds
 
American Equities
 
Preferred Shares
 
International Equities
 
Cash & Short Term
 

Geographic allocation

Canada
 
United States
 
Europe
 
Cash & Short Term
 
As of June 30, 2019. Performance figures based on composite calculations.
Actual returns may differ slightly depending on the investment vehicle under which the strategy is applied.
Growth of a $10,000 investment is based on monthly data.

Growth of a $10,000 investment

Performance

Annual returns

2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Triasima -5.5 11.4 10.7 10.0 9.6 16.3 8.7 8.7 14.6 10.8
Benchmark -3.0 8.4 9.2 -0.7 10.5 8.9 7.9 2.0 12.4 22.5

Annualized returns

3 months YTD 1 year 2 years 3 years 5 years 10 years Inception
Triasima 2.2 10.2 2.3 5.5 7.0 7.7 10.5 8.1
Benchmark 2.1 10.6 4.9 6.1 7.2 5.2 7.7 6.7
Investment performance is shown before management fees, performance 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.