Patient Opportunity Trust - Class A

Patient Opportunity Trust - Class A is a mutual fund focused on achieving long-term capital growth through a distinctive, value-oriented investment approach. Managed by an experienced team, the fund seeks out companies that are believed to be cyclically or secularly mispriced, spanning various investment styles, security types, industries, sectors, and market capitalizations. Operating with a high active share, the fund maintains a concentrated portfolio that is notably differentiated from broad market indices such as the S&P 500, offering diversification to investors with core equity holdings. The management team employs a contrarian and opportunistic strategy, aiming to maximize returns over multi-year periods through a flexible investment process. Patient Opportunity Trust – Class A has a history of navigating market cycles and maintains a relatively moderate portfolio turnover, reflecting its long-term perspective. The fund holds a mix of well-known companies as top holdings, with a focus on mid-cap stocks and a value tilt, positioning it as a complement to traditional equity portfolios in the mutual fund landscape.