HomeThe 100 sourcesOur analysisMethodology Samantha McLemore's value firm, spun out of Miller Value Partners (Bill Miller). Quarterly letters discuss concentrated, contrarian positions. U.S. concentrated value and special situations. Free letters. Bullish: stock return minus benchmark. Bearish: benchmark minus stock (a recommendation measure, not a simulated short). Neutral calls are judged within a ±10% tolerance band and excluded from bullish/bearish success rates. No active recommendations recorded.#82 Patient Capital Management
Results by horizon (benchmark-relative)
Horizon Evaluated Avg relative return Directional success Bullish calls Bearish calls Targets reached 21 sessions 0 — — — — — 63 sessions 0 — — — — — 126 sessions 0 — — — — — 252 sessions 0 — — — — — Current recommendations (0)
