Patient Capital Management is a Baltimore asset manager founded in 2020 by Samantha McLemore, CFA — Bill Miller's long-time co-manager (working together since 2002, running the flagship Opportunity Equity strategy since 2014). Continuing the Miller-school contrarian tradition, it practices "time arbitrage": exploiting behavioral mispricing to concentrate in controversial growth names (tech, healthcare, Bitcoin-related) at deep discounts to intrinsic value. Its site preserves Bill Miller's complete 1995-2022 market letters, alongside ongoing quarterly letters and webinars.
Patient Capital Founder & CIO Samantha McLemore shared her views on market trends, tariff impacts, and the future investment outlook during a Closing Bell interview, and candidly discussed her opinions on certain stocks and sectors held in the portfolio at that time. She noted that her views only re