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 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 December 31, 2018

Top 10 holdings

Great Canadian Gaming 4.7 %
Dundee Precious Metals 3.6 %
Largo Resources 3.0 %
People Corporation 2.9 %
Goeasy 2.7 %
North American Construction 2.6 %
Jamieson Wellness 2.5 %
Energy Fuels 2.4 %
Morneau Shepell 2.4 %
Summit Industrial Income Reit 2.4 %

Sector allocation

Energy
 
Materials
 
Industrials
 
Consumer Discretionary
 
Financials
 
Real Estate
 
Cash & Short Term
 
Information Technology
 
Consumer Staples
 
Health Care
 

Geographic allocation

Canada
 

Quantitative parameters (as of December 31, 2018)

As of December 31, 2018. 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 2008 2007
Triasima -19.7 13.5 20.5 7.6 -6.9 34.5 6.5 -2.7 29.1 38.3 -47.1 17.9
Benchmark -18.2 6.4 35.4 -13.8 -0.1 7.8 2.5 -14.2 38.5 75.1 -46.6 2.0

Annualized returns

3 months YTD 1 year 2 years 3 years 5 years 10 years Inception
Triasima -17.9 -19.7 -19.7 -4.5 3.2 2.0 10.6 11.3
Benchmark -15.2 -18.2 -18.2 -6.7 5.6 0.3 8.8 5.7
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.

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.