Find Out More About Institutional Clients
Patient Capital management Inc. offers the PCM Special Opportunity Fund to Institutional Investors. The Special Opportunity Fund is available in either a pooled fund or segregated portfolio. The Special Opportunity Fund invests in North American Equities and ADRs. The investment philosophy focuses on the preservation of capital through the purchase of high quality companies at attractive valuations. The objective is to construct a portfolio of high quality companies trading at a substantial discount to their intrinsic value while minimizing the potential for the permanent loss of capital.
The portfolio is fully invested and holds twenty companies. This number of holdings allows for diversification while providing the potential for each investment to add a substantial return to the overall portfolio. In addition, a focused portfolio allows Patient Capital's portfolio managers to carry out in depth analysis of each investment and thoroughly understand each portfolio position.
The investment process is extremely disciplined and repeatable. In addition, The PCM Special Opportunity Fund invests in medium and large capitalization companies. The combination of a disciplined, repeatable process and very liquid investments makes the process highly scalable.
Patient Capital Management strongly believes in transparency in all areas of its operations and portfolio management operations. Access to all information is available at all times to all clients. We also believe that clients should have direct access to the portfolio managers and encourage both formal and informal contact and meetings.
Clients receive monthly portfolio valuations and transaction reports.
Patient Capital Management sends quarterly reports to clients which include:
• Patient Capital's Newsletter
• Portfolio Valuation
Monthly data, portfolio characteristics and returns are available upon request for prospective clients.
Portfolio Minimum: $5 million