About LMNOX
Patient Opportunity Trust Class I is an institutional mutual fund focused on achieving long-term capital growth. It adopts a flexible, value-oriented investment strategy with a contrarian perspective, seeking opportunities across market cycles and diversified sectors. Managed by Patient Capital Management, the fund holds a concentrated portfolio, with significant allocations to sectors such as consumer cyclical, communication services, and technology. Notable holdings include large-cap companies like Amazon, Alphabet, Citigroup, Meta Platforms, and NVIDIA, with the top 10 holdings comprising nearly half of the portfolio by weight. The fund is primarily invested in U.S. equities and falls within the mid-cap blend category, aiming to differentiate itself from the S&P 500 with high active share and a disciplined, long-term approach. Designed for institutional investors, it features a high minimum initial investment and maintains a moderate portfolio turnover, reflecting its commitment to strategic, patient investing for capital appreciation.
Fund Family Patient Capital Management
Category Mid-Cap Value
Stock Exchange NASDAQ
Ticker Symbol LMNOX
Share Class Class I
Index S&P 500 TR
LMNOX had a total return of 29.43% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.75%.
