Latest News

FQ2 2021 Report

The CPMT is excited to publish its Q2 2021 Report, in which the team explored new names that fit our mandate and re-evaluated a number of current holdings. During this quarter, the Fund returned 7.68%, 197 basis points above our blended benchmark. Please join us for our Q2 presentation, which will occur via Zoom on November 12, 2020.


Use the following link to register:


Find the Q2 2021 Report here.

FQ1 2021 Report

The CPMT is eager to publish its Q1 2021 Report, which provides updates on a number of current holdings and introduces new names that the team plans to monitor throughout the year. During this quarter, the Fund returned 13.48%, 260 basis points below our blended benchmark. We are excited to share our results and analysis with you. 

Find the Q1 2021 Report here.


Upcoming Events

CPMT Recruiting Events:

Jessica Hulsman: January 15th, 2:00 pm (MST)
James Anderson: January 22nd, 3:00 pm (MST)
Case Workshop: January 29th, Time TBD
Register here!


Thomas Holloway, CFA

Faculty Supervisor for the CPMT Program



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