The Triasima American All Capitalization Equity Strategy invests in equities and equity equivalent securities of American organizations.
The strategy invests in a wide spectrum of market capitalizations, including small capitalization securities. Securities not included in the S&P 500 Index are also eligible and may represent up to 15% of the portfolio.
The objective of the mandate is to provide medium- to long-term growth of capital through investments in a diversified portfolio of American equity 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.
