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.
André R. Chabot is the father of the Three-Pillar Approach. He holds a degree in Engineering, a Master of Business Administration and is a CFA® charterholder.
André has been managing assets for institutional and high net worth clients for over 30 years. From 1980 to 1987, he worked in the field of corporate finance for the Chase Manhattan Bank and the Bank of Montreal. In 1987, he joined Bolton Tremblay, where he was involved in asset mix studies and equity management. He joined Magna Vista Capital Management as senior partner in 1996. In 1998, he set up a portfolio management team to advise on assets for a mutual fund organization. This team subsequently became Triasima.
In Canada, André is registered as an Advising Representative at Triasima Portfolio Management’s main regulator, the Autorité des marchés financiers (AMF).
Redouane Khireddine holds postgraduate degrees in Finance from Université du Québec à Montréal and in Banking from IFID. He is also a CFA® charterholder.
Redouane has over 20 years of financial industry experience. In 1999, he joined the investment team of Triasima, at which time he contributed to the final definition of the firm’s investment methodology through analytical research into the quantitative pillar, especially as it pertains to the identification of qualitative and technical factors that can enhance portfolio value.
At Triasima, Redouane participates in the management of various investment strategies and monitors portfolio structures. He is primarily involved in the quantitative and trend analysis of securities.
In Canada, Redouane is registered as an Advising Representative at Triasima Portfolio Management’s main regulator, the Autorité des marchés financiers (AMF).