The Calgary Portfolio Management Trust (CPMT)

Latest News

Q3 2020 Report

The CPMT is excited to publish its FQ3 2020 Report where the team analyzed a number of new potential names to solidify our position in the U.S equity market. The Fund returned 5 basis points of alpha over our blended benchmark this quarter, demonstrating strong returns in the Communication Services, Health Care, and Utilities sectors. We are eager to present our results and analysis to our stakeholders on March 6th at the CFA Society Office (700 6th Ave, SW). See you there.

Find the FQ3 2020 Report here.

Q2 2020 Report

The CPMT is eager to publish its FQ2 2020 Report, which features a number of interesting names as the Fund looks to further increase its weighting towards U.S. equities. The Fund returned 97 basis points of alpha over our blended benchmark during the quarter. We look forward to presenting our results and new investment ideas to our stakeholders at 5:00pm on November 22nd at the CFA Society Office (700 6th Ave SW). Hope to see you there.

Find the FQ2 2020 Report here.

Upcoming Events

January 17th 4:00 pm: Meet the CPMT Team at The Den, University of Calgary

January 24-25th: Barrier Lake Finance Workshop, Barrier Lake Field Station. Join us for CPMT's annual finance workshop at the University of Calgary's beautiful Barrier Lake Field Station. Kick-off the new term with a night of engaging industry conversation, two industry speakers and a short equity-research focused activity.

We start the night with a welcome dinner and speaker, followed in the morning by a big breakfast, workshops and closing lunch. We sleep inside the main hall in the field station, no need to bring tents and sleeping bags (unless you want to).

Although this is a pre-recruitment event (not necessarily required for applicants) for prospective CPMT applicants to get acquainted with the team and the program, the trip is opened and encouraged for non-applicants and people that want to learn more about capital markets in a relaxed setting.