Growth
Mandates

Our growth mandates rest on strategies that invest in a broad universe of common stocks of all sizes, both Canadian and foreign.

The target allocation among the various regions of the world varies from one mandate to another, depending on the client’s needs.

The objective of these mandates is to generate high capital growth over the medium to long term.

Typical asset allocation

Cash and short term
Canadian equity
US equity
International equity
Canadian equity – global emphasis
Cash and short term
5%
Canadian equity and equivalents
50%
Foreign equity and equivalents
45%
Canadian and global equity
Cash and short term
5%
Canadian equity and equivalents
35%
Foreign equity and equivalents
60%
Global equity – US emphasis
Cash and short term
5%
Canadian equity and equivalents
15%
Foreign equity and equivalents
80%
Key elements
Inception
1998
Number of holdings
25-50
Risk level
High

Why choose a growth mandate with Triasima?

A unique and proven approach: the Three-Pillar ApproachTM

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.

Environmental, Social, and Governance (ESG) integration

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.

A renowned and independent asset manager

Triasima is wholly owned by its founders, employees and directors, and is completely independent from any other company or organization.

A superior combination of growth and value factors for stability and consistency of results

The "growth" management style allows us to identify stocks with superior revenue growth and the "value" style allows us to identify stocks that are trading at attractive prices.

Discover our approach

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