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 September 30, 2019

Investment Objective

The Canadian Small Capitalization Equity strategy invests in stock securities and trust units of small Canadian organizations in order to achieve rapid growth of capital. The strategy is focused through 35 to 65 holdings and it actively seeks diversification across the various sectors and industries of the small capitalization Canadian equity market. The investment performance objective of the strategy is to surpass over time the return from the S&P/TSX Smallcap 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 clients regardless of market conditions.
Available underSegregated accounts, pooled fund and SMA model
Inception dateOctober 31, 1998
Assets under management$127 million
Type of holdingsEquity securities of small Canadian companies
Investment methodologyTriasima Three-Pillar Approach™
Number of holdings35-65
BenchmarkS&P/TSX Smallcap Index since October 1, 2018 and BMO Small Cap. Index from May 31, 2013 to September 30, 2018
As of September 30, 2019

Top 10 holdings

Goeasy 3.9 %
Summit Industrial Income Reit 3.5 %
Cargojet Inc 3.3 %
North American Construction 3.2 %
Ero Copper 3.1 %
Home Capital Group 3.0 %
Morneau Shepell 2.9 %
North American Palladium 2.9 %
Badger Daylighting 2.8 %
Dundee Precious Metals 2.6 %

Sector allocation

Materials
 
Real Estate
 
Energy
 
Industrials
 
Financials
 
Cash & Short Term
 
Consumer Discretionary
 
Information Technology
 
Utilities
 
Consumer Staples
 
Communication Services
 

Geographic allocation

Canada
 

Quantitative parameters (as of September 30, 2019)

As of September 30, 2019. 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.
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 -19.7 13.5 20.5 7.6 -6.9 34.5 6.5 -2.7 29.1 38.3
Benchmark -18.2 6.4 35.4 -13.8 -0.1 7.8 2.5 -14.2 38.5 75.1

Annualized returns

3 months YTD 1 year 2 years 3 years 5 years 10 years Inception
Triasima -0.5 13.6 -6.6 -0.8 -0.3 4.3 9.7 12
Benchmark -1.2 9.1 -7.6 -3.1 -0.7 0.6 5.1 7.3
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.

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.