- Patient Opportunity Equity Strategy outperformed in Q3, rising 14.1% versus the S&P 500’s 8.1% return. This brings the fund’s YTD gains to 18.9% vs. the S&P 500’s 14.8%.
- In Q3 2025, the fund initiated new positions in UnitedHealth (NYSE:UNH), Crocs (NASDAQ:CROX), Mattel (NASDAQ:MAT), IAC (NASDAQ:IAC), and Biogen (NASDAQ:BIIB).
- Source.
Patient Opportunity Equity strategy buys UNH, CROX, MAT, IAC, and BIIB
