Patient Opportunity Trust - Class A (LGOAX)

Overview

The fund described operates with a key focus on capital growth over the long term, demonstrating a flexible investment approach unconstrained by investment style or asset class. This allows for a broad spectrum of investments, including both U.S. and foreign issuers of various sizes, and encompasses not just common stock but other securities as well. Notably, the fund is also open to utilizing leveraging by borrowing up to 10% of its net assets for investment purposes, a strategy that aims to amplify the fund's investment capability. Its non-diversified nature implies a potentially higher risk and return profile due to a concentration in specific investments.

Products and Services

Below are the key offerings that outline the flexibility and scope of investment strategies employed by the fund:

• Global Equity Investments:

  The fund invests without limit in the common stock of both U.S. and foreign issuers, tapping into a wide array of companies across different geographic regions and industries. This global approach allows for diversified exposure to various market dynamics and potential growth opportunities worldwide.

• Flexible Investment Strategy:

  Its strategy is not confined to specific investment styles or asset classes, enabling the portfolio managers to navigate and adapt to changing market conditions and to capitalize on emerging investment opportunities wherever they may arise.

• Leveraging for Investment Purposes:

  By borrowing money up to 10% of the fund's net assets, the fund seeks to enhance its investment capacity and potential returns. This leveraging strategy, while increasing potential upside, also introduces additional risk and is a testament to the fund's proactive approach to investment management.

• Non-Diversified Portfolio:

  The fund's non-diversified status means it may concentrate its investments in fewer securities than a diversified fund. While this approach can lead to higher volatility and risk, it also offers the possibility of greater returns by focusing on selected investment opportunities believed to have the most potential for growth.