About MVISX
Patient Opportunity Trust Class IS is an open-end mutual fund dedicated to long-term capital growth through an opportunistic, value-oriented equity strategy. Managed by Patient Capital Management and led by portfolio manager Samantha McLemore, CFA, the fund targets companies it believes are mispriced, spanning a broad spectrum of investment styles, security types, sectors, and market capitalizations. With a concentrated portfolio typically holding around 38 stocks, the fund exhibits high active share and is positioned to offer diversification from standard benchmarks like the S&P 500. Its approach incorporates both cyclical and secular mispricings, and it is classified in the mid-cap value category. The fund’s largest holdings frequently include well-known firms across consumer cyclical, financial services, technology, healthcare, energy, and communication services sectors. Designed as a complement to core equity allocations, Patient Opportunity Trust Class IS aims to deliver differentiated performance for institutional investors seeking a contrarian, research-driven, and flexible investment strategy focused on maximizing returns over a three- to five-year horizon.
Fund Family Patient Capital Management
Category Mid-Cap Value
Performance Rating Average
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol MVISX
Share Class Class Is
Index S&P 500 TR
MVISX had a total return of 21.80% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.05%.
