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Latest News

CPMT Surpasses $1,000,000 in Assets Under Management

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The CPMT is pleased to announce that it has surpassed $1 million in assets under management. We extend our gratitude to the CFA Society, CPMT alumni, Board of Trustees, and other stakeholders whose support and guidance have been instrumental in reaching this achievement.

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FQ1 2026 Report

 

The CPMT is excited to publish its FQ1 2026 Report, which features an update on the Fund's performance and an exploration of new names that fit our investment mandate. Over the quarter, the Fund returned 7.14%, 204 bps below the Blended Benchmark’s return of 9.18%. We hope you enjoy reading our research and analysis

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Find the FQ1 2026 Report here.

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Upcoming Events

CPMT Quarterly Social

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Join the CPMT on Friday, September 5th for our quarterly social at 6:00 pm at Local Public Eatery on Barclays. Sign up here.

Contact
CONTACT

Thomas Holloway, CFA

Faculty Supervisor for the CPMT Program

Email: thomas.holloway@ucalgary.ca

 

Click here to sign up for the CPMT mailing list

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Donate to the trust here. Each donation gives twice, by sustaining the learning opportunity and through the portfolio income that supports finance at Haskayne. Gifts are tax deductible.

 

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