CALGARY PORTFOLIO MANAGEMENT TRUST
Latest News
2027 Q1 Report
The CPMT is excited to publish its 2027 Q1 Report, which features an update on the Fund's performance as well as updates on existing and recently divested holdings. Over FQ1 2027, the Fund returned 10.57%, 59 bps below the Blended Benchmark’s return of 11.16%. We hope you enjoy reading our research and analysis.
2026 Summer Portfolio Update
The CPMT is proud to announce its 2026 Summer Portfolio Update. Through this, the Fund was able to reflect on all the current names in the portfolio, especially taking the opportunity to explore how the theses have evolved throughout the past years, and updating them to fit our current views. We hope you enjoy getting up to speed with our updated portfolio and the reasons behind our holdings.
Upcoming Events
Q2 Social
Join us for the CPMT Q2 presentation on November 5, from 6-9pm. Presentation will be at office of QV Investors at 6pm. Social will follow at Earls Bankers Hall. Looking forward to seeing employers, mentors, alumni, and classmates.
CPMT Barrier Lake Event
Join us for the CPMT Offsite at Barrier Lake November 27-28, 2026 for two days of workshops, case work, and time with current members and alumni. Sign up will be released shortly.