Latest News

2022 Q2 Report

The CPMT is excited to publish its FQ2 2022 Report, featuring a reevaluation of several of our current holdings, an exploration of new names that fit our mandate, and even the inclusion of a Canadian energy ETF. During this quarter, the Fund returned 5.17%, 368 basis points above our blended benchmark. We are eager to share our results and analysis with you. We hope to see you at our FQ2 2022 Presentation, which will occur in person at the University of Calgary downtown campus, as well as via Zoom on November 5, 2021 at 6:00pm MT.

Find the registration link for the presentation here.

Find the FQ2 2022 Report here.

2022 Q1 Report

The CPMT is eager to publish its FQ1 2022 Report, which features updated analysis on several current holdings, as well as a number of new company pitches. During this quarter, the Fund returned 8.22%, 50 basis points above our blended benchmark. We hope you enjoy reading our research and analysis.

Find the FQ1 2022 Report here.


Upcoming Events

CPMT Class of 2024 Recruitment

The CPMT is hosting several events throughout January to begin its recruitment cycle. We are eager to meet everyone and hope that it proves to be a valuable experience for all. Registration for the events can be done here.

1. Jamie Wilkie, CFA (CPMT 2004) - Friday, January 21, 3:30 MT
2. Jaclyn Perrot, CFA (CPMT board) - Tuesday, January 25 (time TBD)
3. Ian Cooke, CFA (CPMT 2001) and Diana Chaw, CFA (CPMT 2007 and CPMT board) - Friday January 28, 2:00 MT
4. Equity Research and Decision Case Workshop - Saturday January 29 (time TBD)