Latest News

Q3 2020 Report

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The CPMT is excited to publish its FQ3 2020 Report in which 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. 

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Find the FQ3 2020 Report here. 

Q2 2020 Report

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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.

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Find the FQ2 2020 Report here.

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Upcoming Events

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March 6th, 2020: Join us at our FY Q3 2020 Quarterly presentation this Friday. The presentation will take place at the CFA Society office located at #1780 700 6 Ave, SW. Doors open at 5:30 pm, with the presentation starting at 6:00 pm. We will hold our social at the Barcelona Tavern after the presentation at 7:30 pm. Come to hear some of our new pitches, holdings, and how the portfolio has held up in the current market conditions. You are more than welcome to bring a friend. 

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