The Triasima Canadian All Capitalization Equity Strategy invests in equities and equity equivalent securities of Canadian organizations.
Securities are mainly chosen among medium to large Canadian companies included in the S&P/TSX Composite Index. Small capitalization equities, defined as securities not included in the S&P/TSX Composite Index, are also eligible and may represent up to 15% of the portfolio. The objective of the mandate is to achieve a high total return primarily through growth of capital from a broad capitalization range of Canadian securities.
Since 1998, Triasima has been known for its unique Three-Pillar ApproachTM, which combines fundamental, quantitative, and trend analysis in a rigorous, yet innovative, investment process that remains consistent under all market conditions.
ESG factors are variables considered in the Fundamental Pillar, to better understand the companies in which it invests and to mitigate risk. As such, ESG factors are an integral part of our investment approach.
Triasima is wholly owned by its founders, employees and directors, and is completely independent from any other company or organization.
The “growth” style of management allows us to identify securities with superior income growth and the “value” style, securities that are trading at advantageous prices.
