FQ3 2026 Report

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The CPMT is excited to publish its FQ3 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 2.86%, 119 bps below the Blended Benchmark’s return of 4.15%. We hope you enjoy reading our research and analysis.

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Celebrating 30 Years of CPMT and $1 Million in AUM

 

The CPMT is pleased to announce that it has surpassed $1 million in assets under management, coinciding with its 30-year anniversary.

 

We extend our thanks to the CFA Society, CPMT alumni, Board of Trustees, and other stakeholders whose support and guidance have been instrumental in reaching this achievement.​​​​​