fund managers roy arthur jeremy gackle michael haun graham ingram leon knight jenny ma jesse shouldice jamie wilkie research associates dan blitt amy chan daniel dorney jared dziuba shane hutzal chris montes nathan normandin jason stanger three months ended september 30 2003 table of contents a letter to our stakeholders 1 from the 2 cpmt class 2004 3 2005 4 current holdings 5 transaction summary and performance 6 since original purchase 7 attribution analysis 8 portfolio statistics 9 sectors financial services 10 energy 11 materials 12 consumer discretionary 13 industrials 14 telecommunications 15 information technology 16 utilities 17 staples 18 health care 19 golf tournament 20 capital markets update 21 program enhancements 23 0 during second quarter s benchmark s&p tsx index returned 27 while 54 resulting in outperforming by we significantly picked up pace transactions with eleven this compared five last seven ten were active q2 04 overall new stocks
