Profil
Mr. Nicola Haratonian, CFA, is a Portfolio Manager at Triasima Portfolio Management, Inc. Mr. Haratonian joined the firm in 2014 as a Financial Analyst, and was promoted to Associate Portfolio Manager in 2017 and as Portfolio Manager in July 2020.
He is primarily involved in the fundamental analysis of global equities.
He also participates in the management of various Triasima’s investment strategies and in the management and monitoring of client portfolios.
Mr. Haratonian has over 13 years of financial industry experience.
Prior to joining Triasima, he assumed similar functions covering Canadian equities at Optimum Asset Management from 2007 to 2014.
He holds a bachelor’s degree in Management from HEC Montreal and is a CFA charter holder.
Postes actifs de Nicola Haratonian
| Sociétés | Poste | Début |
|---|---|---|
Triasima Portfolio Management, Inc.
Triasima Portfolio Management, Inc. Investment ManagersFinance Triasima develops portfolios with a style and level of risk adapted to their clients' needs. The firm’s investment process is based on three analytical methods, their three pillars: fundamental, quantitative, and trend. Their portfolios are exposed to a wide range of styles, such as Growth, Value and Momentum. This reduces risk by providing stability of returns for the portfolio through the various phases of the economic cycle. | Analyst-Equity | 01/10/2014 |
Anciens postes connus de Nicola Haratonian
| Sociétés | Poste | Fin |
|---|---|---|
Optimum Asset Management, Inc.
Optimum Asset Management, Inc. Investment ManagersFinance OAM is actively committed to maximizing their clients’ long-term returns while protecting their capital. They apply a high-tech, disciplined management approach based on thorough analysis of securities and issuers, well-defined risk management and sound investment selection. With the application of specific qualitative filters, each of the firm’s strategies has been developed with a specific process that integrates the following analysis: fundamental, technical, market sentiment, and seasonality. | Analyst-Equity | 31/12/2009 |
Formation de Nicola Haratonian
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Triasima Portfolio Management, Inc.
Triasima Portfolio Management, Inc. Investment ManagersFinance Triasima develops portfolios with a style and level of risk adapted to their clients' needs. The firm’s investment process is based on three analytical methods, their three pillars: fundamental, quantitative, and trend. Their portfolios are exposed to a wide range of styles, such as Growth, Value and Momentum. This reduces risk by providing stability of returns for the portfolio through the various phases of the economic cycle. | Finance |
Optimum Asset Management, Inc.
Optimum Asset Management, Inc. Investment ManagersFinance OAM is actively committed to maximizing their clients’ long-term returns while protecting their capital. They apply a high-tech, disciplined management approach based on thorough analysis of securities and issuers, well-defined risk management and sound investment selection. With the application of specific qualitative filters, each of the firm’s strategies has been developed with a specific process that integrates the following analysis: fundamental, technical, market sentiment, and seasonality. | Finance |
HEC Montréal
HEC Montréal Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















