CALGARY PORTFOLIO MANAGEMENT TRUST
Latest News
Q2 2024 Report
The CPMT is excited to publish its FQ2 2024 Report, which features updated analysis on current holdings, as well as an exploration of two new names that fit our investment mandate. During the quarter, the Fund returned -2.58%, 87 basis points below the blended benchmark's return of -1.71%. We hope you enjoy reading our research and analysis.
Find the FQ2 2024 Report here
Q1 2024 Report
The CPMT is excited to publish its FQ1 2024 Report, which features updated analysis on current holdings. During the quarter, the Fund returned 4.82%, 114 basis points above the blended benchmark's return of 3.68%. We hope you enjoy reading our research and analysis.
Find the FQ1 2024 Report here
Upcoming Events
CPMT Q2 2024 Presentation and Social
Join the CPMT on Friday, November 24th at 5:30 pm for our Q2 Presentation at the University of Calgary downtown campus on 8th street, followed by a social at Milestones on 8th avenue. We hope to see you there!
CPMT Barrier Lake Investing Workshop
Join the CPMT on December 1st and 2nd for our Annual Offsite Barrier Lake Investing Workshop that offers a blend of investing insights, team-building activities, and networking. This event supports recruiting for the Class of 2026 while offering an educational and enjoyable experience for peer classmates.