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Find Out More About Institutional Clients

Institutional Clients

Patient Capital Management Inc. offers a North American equity portfolio to Institutional Investors on a segregated basis. The portfolio comprises of North American Equities and ADRs. 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 PCM’s portfolio managers to carry out in depth analysis of each investment and thoroughly understand each security holding.

The investment process is extremely disciplined and repeatable. In addition, the portfolio holds 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 process. Access to all information is available at all times to clients. We also believe that clients should have direct access to the portfolio managers and encourage both formal and informal contact and meetings.

Clients can receive monthly portfolio valuations and transaction reports.

Patient Capital Management sends quarterly reports to clients which include:
• Newsletter
• Performance
• Portfolio Valuation
• Portfolio Update
• Transactions

Monthly data, portfolio characteristics and returns are available upon request for prospective clients.

Portfolio Minimum: $5 million

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