About
Our Investment Products
Triasima offers portfolio management services to individuals and institutions though a variety of investment portfolios with a customized service that only a boutique manager can provide. This is made possible by Triasima’s unique and proprietary investment methodology.
The range of portfolios is listed below:
Canadian Large Capitalization equity
Canadian All Capitalization equity
Canadian Small Capitalization equity
Canadian Long-Short equity
American All Capitalization equity
EAFE Equity
Enhanced Income
Balanced
Important facts regarding Triasima products
Investment performance is shown before management fees, performance fees and expenses and is annualized for periods over one year.
Investment performance for the Canadian Large Capitalization Equity product is derived from linking together over time the performance of a mutual fund trust from December 1999 to February 2005, of a real time model portfolio from March to September 2005, and of a segregated mandate since October 2005.
Investment performance for the Canadian All Capitalization Equity product is a composite of identical mandates.
Investment performance for the Canadian Small Capitalization Equity product is a composite of identical mandates and periods prior to November 1998 include results of a real time model.
Investment performance for the Canadian Long/Short Equity product is a composite of identical mandates and periods prior to July 2000 are from a real time model.
Investment performance for the American All Capitalization Equity product is from a mutual fund trust linked, for periods prior to September 2003, with the investment performance of the American equities held in all portfolios under management, with an assumed 5 % cash position with a nil return.
Investment performance for the EAFE All Capitalization Equity product is from the EAFE securities of model portfolio with a 10% cash component with an assumed nil return, from January 2002 to January 2007, and linked since February 2007 with the composite of all EAFE securities mandates advised by Triasima.
Investment performance for the Enhanced Income product is a composite of identical mandates.
Investment performance for the Balanced product is derived from a Balanced mutual fund trust from October 1998 to December 2003 and linked since January 2004 with the results from the composite of all private clients advised with a balanced mandate.
All relevant standards and rules are respected in the creation of performance composites. Investment performance is unaudited but complies with the guidelines of the CFA Institute.
Future investment results will differ from past results.
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