Patient Capital Management’s Q3 2026 Investor Letter

Patient Capital Management, based in Baltimore, released its third-quarter 2026 investor letter for the “Patient Opportunity Equity Strategy”. The Opportunity Equity Strategy outperformed the S&P 500 in the latest quarter, gaining 4.32% compared to 2.30%, and is up 14.93% year-to-date versus the index’s 12.75%. The market shows resilience, despite rate increases presenting risks and opportunities. The current market is seen as part of a long bull run, especially since March 2009, with...