Triasima Portfolio Management

What Triasima Portfolio Management does

Triasima Portfolio Management Inc. is a Quebec-incorporated, 100% employee-owned boutique investment manager founded in 2000 by André R. Chabot, Scott Collins, and Redouane Khireddine after spinning off from their prior employer. The firm offers a suite of 12+ investment strategies spanning Canadian equities (Canadian Equity, Canadian All Capitalization Equity, Canadian Small Capitalization Equity, Canadian Diversified Equity), foreign/global equities (All Country World Equity, American All Capitalization Equity), sustainable/low-carbon strategies (All Country World Equity Sustainable Development, Low-Carbon Balanced — the latter co-managed with AlphaFixe on the green-bond sleeve), balanced and income strategies, and Canadian and global long/short equity alternatives. All strategies are managed under the firm's proprietary Three-Pillar Approach, which combines fundamental analysis (qualitative top-down and bottom-up), a quantitative pillar (automated multifactor scoring across six ratio categories updated at least monthly), and trend analysis (nine indicators across three time horizons). ESG integration is a stated feature across mandates, and the firm is a signatory to the UN Principles for Responsible Investment since 2006.

The firm serves three core customer segments: (i) institutional investors such as pension funds, foundations, endowments, and insurance companies; (ii) investment advisors accessing the methodology through exclusive arrangements with selected financial institutions; and (iii) private wealth clients — professionals, business owners, executives, and HNW individuals — through the Triasima Private Wealth service. Revenue is generated entirely through AUM-based management fees, with approximately CAD 2 billion (USD 3 billion per the world portal) in assets under management. Distribution is relationship-led and direct, supported by content marketing (quarterly commentaries, webinars) and a multi-region web presence (Canada, US, Rest of World) in English and French.

Triasima operates from a single headquarters at 900 De Maisonneuve Boulevard West in Montreal, with a team of approximately 30 colleagues including CFA charterholders and senior specialists across portfolio management, responsible investment, client relationships, operations, and compliance. The firm's structure as an independent, employee-owned boutique with no external parent and no public listing is a central positioning element.

Name

Triasima Portfolio Management

Legal name

Triasima Portfolio Management Inc.

Website

https://triasima.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

11–50 employees

Short description

Triasima Portfolio Management is an independent, employee-owned Montreal boutique investment manager (founded 2000) that runs CAD 2 billion in institutional, advisor-channel, and private wealth portfolios using its proprietary Three-Pillar Approach of fundamental, quantitative, and trend analysis.

Ownership category

akta.pro rank

Product category

Investment Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)

akta.pro secondary industries

Discretionary Portfolio Management (Retail) (FSAAAAAH), Target-Risk / Risk-Profile Model Portfolios (FSAAAJAD)

Keywords

• Portfolio management services
• Institutional asset management
• Private wealth management
• ESG investment strategies
• Long-short equity mandates

Headquarters

HQ city

Montreal

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Assets Under Management (AUM) Fees: Triasima generates revenue through management fees charged on assets under management. The firm manages approximately $2-3 billion in assets across multiple investment strategies including Canadian equities, foreign equities, balanced strategies, low-carbon strategies, and long/short equity strategies.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Triasima Portfolio Management is an independent, 100% employee-owned investment management firm that provides actively managed portfolios to institutional investors, investment advisors, and private wealth clients. All strategies are managed using the proprietary Three-Pillar Approach, which combines fundamental analysis, quantitative multifactor scoring, and trend analysis to construct equity, balanced, sustainable/ex-fossil-fuel, and long/short mandates. The firm earns revenue through asset-based management fees on the assets it manages.

Product overview

Triasima Portfolio Management offers a comprehensive suite of investment strategies built around its proprietary Three-Pillar Approach methodology. The firm provides 10+ distinct investment strategies across Canadian equities (Canadian Equity Strategy, Canadian All Capitalization Equity Strategy, Canadian Small Capitalization Equity Strategy, Canadian Diversified Equity Strategy), foreign equities (All Country World Equity Strategy, American All Capitalization Equity Strategy), sustainable investments (All Country World Equity Sustainable Development Strategy, Low Carbon Balanced Strategy), balanced strategies (Balanced Income Strategy, Balanced Strategy), and alternative strategies (Canadian Long/Short Equity Strategy, All Country World Equity Long/Short Strategy). All strategies are managed using the Three-Pillar Approach combining fundamental analysis, quantitative screening, and trend analysis.

Differentiator

Problem solved

Functional benefit

Brands

• Three-Pillar Approach™: Proprietary investment methodology integrating fundamental, quantitative, and trend analysis.
• Triasima Private Wealth
• Triasima Funds

Products and services

• Canadian Equity Strategy Actively managed equity strategy that invests in equities and equity-equivalent securities of Canadian organizations, with at least 90% of market value allocated among the 120 largest Canadian companies by free-float market capitalization. Intended for institutional and private wealth clients seeking Canadian equity exposure under the Three-Pillar Approach.
• Canadian All Capitalization Equity Strategy Canadian equity strategy investing across all market capitalizations, with small-cap positions eligible up to 15% of the portfolio. Used by institutional and private wealth clients seeking broader Canadian equity diversification under the Three-Pillar Approach.
• Canadian Small Capitalization Equity Strategy Canadian equity strategy investing in small-capitalization Canadian organizations with float capitalization less than 3.5x the weighted average float of the S&P/TSX SmallCap Index. Used to capture small-cap exposure under the Three-Pillar Approach.
• Canadian Diversified Equity Strategy Canadian equity strategy investing in Canadian and foreign organizations, with up to 10% allocated to foreign common stocks, across a broad range of market capitalizations. Used by clients seeking Canadian equity with limited international diversification.
• All Country World Equity Strategy Global equity strategy investing in equities and equity equivalents of entities in developed and emerging countries, focused on medium and large capitalization with some smaller capitalization exposure. Used to capture global equity returns under the Three-Pillar Approach.
• American All Capitalization Equity Strategy U.S. equity strategy investing in American organizations across all market capitalizations, with non-S&P 500 securities eligible up to 15% of the portfolio. Used by clients seeking broad U.S. equity exposure under the Three-Pillar Approach.
• All Country World Equity Sustainable Development Strategy Sustainable global equity strategy investing in publicly listed companies while avoiding the energy sector, fossil fuel reserves, and coal-based electricity production, targeting a carbon footprint significantly lower than MSCI ACWI. Used by institutional and private wealth clients with sustainability mandates.
• Low Carbon Balanced Strategy Multi-asset strategy combining green bonds (sub-advised by AlphaFixe) with a sustainable world equity component for investors seeking a lower carbon footprint than traditional balanced strategies. Used by institutional and private wealth clients with sustainability mandates.
• Balanced Income Strategy Flexible multi-asset class mandate investing in fixed and variable income securities of companies in developed and emerging countries, with all variable income securities being dividend paying. Used by clients seeking income-focused balanced exposure under the Three-Pillar Approach.
• Balanced Strategy Flexible multi-asset class mandate investing in fixed income and variable income securities of companies in developed and emerging countries, aimed at generating current income and capital growth. Used by institutional and private wealth clients seeking balanced exposure.
• Canadian Long/Short Equity Strategy Single asset class alternative mandate taking long and short positions in Canadian equities to achieve capital appreciation with very low correlation to the S&P/TSX Composite Index. Used by clients seeking market-neutral or low-beta Canadian equity exposure.
• All Country World Equity Long/Short Strategy Single asset class alternative mandate taking long and short positions in global equities to achieve capital appreciation with low correlation to the MSCI ACWI. Used by clients seeking hedged global equity exposure.
• Triasima Private Wealth Service Customized discretionary portfolio management service for professionals, business owners, executives, and other individuals who wish to grow their financial assets under the Three-Pillar Approach, with peace of mind through constant supervision.

Quantifiable outcome

• Outperforms benchmark indices while maintaining lower volatility
• +1 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

One partnership is on record.

• AlphaFixeminorStrategic or Co-development Partner · 1 January 2020AlphaFixe acts as sub-advisor for the green bond allocation of the Triasima-AlphaFixe Low-Carbon Balanced Strategy. Triasima manages the All Country World Equity Sustainable Development component while AlphaFixe manages the green bond portion.

Scale indicators4 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Mawer Investment Management: Calgary-based independent Canadian boutique managing global, Canadian, and balanced equity strategies with a research-driven, multi-factor process for institutional and private wealth clients — directly comparable in business model, scale, and target client base to Triasima.
• Letko Brosseau Asset Management: Montreal-based independent Canadian boutique offering global, Canadian, and balanced strategies to institutional and private clients — same geographic base, similar employee-owned independent structure, and overlapping institutional and HNW client segments as Triasima.
• Beutel Goodman & Company: Toronto-based private, independent Canadian boutique manager focused on fundamental equity and balanced strategies for institutional and HNW clients — comparable boutique structure, AUM scale, and value/quality fundamental process approach.
• Burgundy Asset Management: Toronto-based privately held independent Canadian boutique offering Canadian, US, and global equity plus balanced strategies to institutional and private clients — closely comparable boutique scale, ownership model, and discretionary mandate focus.
• Hillsdale Investment Management: Toronto-based independent Canadian boutique offering global and Canadian equity, fixed income, and balanced strategies using fundamental and quantitative methods for institutional clients — closely comparable boutique scale and methodology mix.
• Cougar Global Investments: Toronto-based independent Canadian boutique manager focused on global, international, and emerging-markets equity mandates for institutional clients — comparable boutique structure and equity-management focus, though with a stronger international-EM tilt.

Broad incumbents

• Fiera Capital: Large Montreal-headquartered Canadian asset manager offering institutional and private wealth mandates across equities, fixed income, alternatives, and balanced strategies — broad incumbent serving many of the same institutional consultants and pension clients as Triasima.
• Addenda Capital: Canadian institutional asset manager offering pooled funds and segregated mandates across equities, fixed income, and balanced strategies — competes for the same institutional pension, foundation, and endowment relationships as Triasima.
• Guardian Capital Group: Toronto-based Canadian asset manager offering a wide range of equity, fixed income, balanced, and alternative strategies to institutional and private clients — broader incumbent competing for similar institutional and advisor distribution channels.

Emerging players

• Pzena Investment Management: Public US-based boutique manager applying a disciplined, fundamentals-driven process to global and emerging equity mandates for institutional clients — comparable boutique independent model and fundamental research process, with a more global value-style tilt.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/triasima-portfolio-management

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Triasima Portfolio Management