The Triasima Canadian Equity Ex-Fossil Strategy is an investment strategy structured for investors concerned by their portfolio’s carbon footprint.
Benchmarked against a customized index developed by MSCI (about 240 names), the strategy invests in Canadian publicly traded companies of all sizes while avoiding companies from the Energy sector, holding fossil fuel reserves, using coal to produce electricity or producing uranium
As a result of these restrictions, the strategy is expected to maintain a carbon footprint that is significantly lower than that of the S&P/TSX Composite Index while still being correlated to this Index.
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.
Scott Collins joined the Triasima investment team in 1998, and took on the additional responsibilities of deputy chief investment officer in 2020. Scott holds a bachelor’s degree in Commerce from Concordia University and is a a CFA® charterholder.
Scott has over 25 years of financial industry experience. His career began as an investment banking analyst at the corporate finance firms Wallace Dewan and Gordon Capital from 1996 to 1998.
At Triasima, Scott participates in the management of various investment strategies. On the research side, he primarily performs fundamental research on small- and mid-cap companies, and is also involved in the quantitative analysis of securities.
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.
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