# TRIASIMA PORTFOLIO MANAGEMENT INC.

TRIASIMA PORTFOLIO MANAGEMENT INC. is an Asset Manager based in Montreal, Quebec, Canada.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Montreal, Quebec, Canada
- **Region:** North America
- **Address:** Toronto, Ontario, Canada
- **Founded:** 1999
- **Assets under management:** Undisclosed
- **Website:** triasima.com

## Regulatory record

- **CRD number:** 304577
- **SEC file number:** 801-119229
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304577

## About

TRIASIMA PORTFOLIO MANAGEMENT INC. is an SEC-registered investment adviser in Montreal, Quebec, registered since 2020. The firm manages approximately $1.1 billion in assets. It employs 24 staff and 10 investment advisers.

## Sectors

- Financial Services

## People

- André A. Morissette — Founder & CIO

## Questions

### What is Triasima's Three-Pillar Investment Methodology?

The firm equally weights fundamental analysis, quantitative factor modeling, and technical momentum signals for every buy or sell decision. No single pillar can override the others — a stock must pass all three to enter the portfolio. This designed tension is meant to counter the behavioral biases that arise when managers rely too heavily on one style of analysis alone.

### Who runs investment decisions at Triasima?

Founder André Morissette serves as Chief Investment Officer and is the principal architect of the three-pillar process. He built the methodology during his tenure at the Caisse de dépôt et placement du Québec before launching the firm in 1999. Investment decisions follow the systematic process rather than individual discretionary calls.

### What types of clients does Triasima serve?

Triasima serves Canadian institutional investors — pension funds, foundations, and endowments — alongside private-wealth clients who access the strategies through pooled funds. The firm does not operate a separate private-wealth division or multi-family-office arm; both channels run off the same core equity strategies.

### Does Triasima manage fixed income or alternative assets?

The firm's known expertise and public records focus entirely on public equities — Canadian, US, and global mandates. It does not market fixed-income, private-equity, real-asset, or hedge-fund strategies. The manager's identity is built on the equity process itself, not on multi-asset diversification.

### How concentrated are Triasima's portfolios?

A typical Canadian equity portfolio holds between 35 and 50 names, making it concentrated relative to the benchmark. The three-pillar process naturally limits the investable universe to stocks that score well across all three dimensions simultaneously, which tends to produce a focused, high-conviction list.

### What external recognition has the Three-Pillar strategy received?

In September 2023, the Three-Pillar Canadian Equity Fund won a Lipper Award for strong risk-adjusted performance in its category over a multi-year period (per Refinitiv Lipper, 2023). The firm has otherwise maintained a low public profile with minimal marketing or media engagement.

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Last updated: 2026-06-03T20:00:00.000Z

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