Patient Opportunity Trust Class IS (MVISX)

Overview

The described fund operates with a broad investment mandate, focusing on the potential for long-term capital growth. Employing a flexible investment strategy, it is not confined to any specific investment style or asset class, which allows it to adapt to varying market conditions and opportunities. The fund's portfolio managers have the discretion to invest in a wide range of securities, including the common stock of both U.S. and foreign companies of all sizes, as well as other types of U.S. and foreign securities. Additionally, the fund may engage in leveraging by borrowing money for investment purposes, a strategy that can amplify both gains and losses, up to a limit of 10% of the fund's net assets measured at the time of borrowing. An important aspect to note is that the fund is non-diversified, meaning it may concentrate its investments in fewer issuers than a diversified fund, potentially increasing the risk of investment.

Products and Services

• Common Stock Investments

  The fund invests without limit in the common stock of U.S. and foreign issuers. This encompasses companies of all sizes, ranging from small startups to large multinational corporations. This strategy aims to capitalize on the growth potential of these companies over the long term.

• Foreign Securities

  Beyond common stocks, the fund also allocates assets in other types of U.S. and foreign securities. This may include bonds, other equity securities, and financial instruments that can provide income or growth opportunities, diversifying the risk and potential return.

• Leveraging for Investment Purposes

  The fund may borrow money for investment purposes, a practice known as leveraging. This strategy allows the fund to potentially enhance returns but also increases the risk of investment. The leveraging is capped at 10% of the fund's net assets measured at the time of the borrowing, thereby limiting the extent to which leveraging can be employed.

• Flexible Investment Strategy

  Operating with a flexible investment strategy, the fund is not restricted by any specific investment style or asset class. This approach enables the fund to navigate through various market conditions by adjusting its investment portfolio in alignment with the ever-changing market dynamics, aiming to secure long-term growth of capital.