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Patient Opportunity Trust Class C (LMOPX)

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29.44 +0.05    +0.17%
28/04 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 54.2M
Legg Mason Opportunity C 29.44 +0.05 +0.17%

LMOPX Overview

 
On this page you'll find an in-depth profile of Patient Opportunity Trust Class C. Learn about the key management, total assets, investment strategy and contact information of LMOPX among other information.
Category

Mid-Cap Value

Total Assets

54.2M

Expenses

2.57%

Inception Date

36524

Contact Information

Address Suite 2550
Baltimore,MD 21202
United States
Phone 4104543130

Top Executives

Name Title Since Until
Christina Malbon Assistant Portfolio Manager 2023 Now
Biography Christina Malbon, CFA, was named Assistant Portfolio Manager of Opportunity Trust in 2023 and has served as a Senior Research Analyst of the Fund since 2013. Ms. Malbon has worked on the Opportunity strategy since starting with the Adviser in 2013, working closely with Samantha McLemore in supporting portfolio investment decisions, research, and trading activities.
Samantha McLemore - 2008 Now
Biography Samantha McLemore has been actively involved in markets for over two decades. Investing side by side with famed value investor Bill Miller for over 20 years, Samantha has experience managing through significant market cycles and sentiment shifts. Samantha launched Patient Capital Management, LLC in 2020 where she serves as Chief Investment Officer and portfolio manager for Patient Partners LP. In 2023, Patient Capital acquired the Miller Value Partner’s Opportunity Equity strategy, a multi-billion-dollar strategy across a mutual fund and separate accounts. Samantha has co managed Opportunity Equity with Bill Miller at Miller Value Partners and took sole management responsibilities in 2023. Samantha started her career as an analyst at Legg Mason Capital Management. She received her CFA designation in 2005 and graduated magna cum laude from Washington & Lee University. Samantha is Chair of the Board of Improving Education, a nonprofit focused on early childhood literacy, a member of the Board for the Next Generation Investing Event, which raises money for a number of Baltimore educational institutions, and member of the Board of Trustees at Washington & Lee University.
Bill Miller Co-Portfolio Manager 1999 2022
Biography Bill Miller, CFA is the founder of Miller Value Partners, and currently serves as the Chairman and Chief Investment Officer, and co-Portfolio Manager for the Opportunity Equity strategy. Prior to Miller Value Partners, Bill and his partner, Ernie Kiehne, founded Legg Mason Capital Management and served as portfolio managers of the Legg Mason Capital Management Value Trust from its inception in 1982. Bill took over as sole manager in December 1990 and served in this role for the next 20 years. Bill was the director of research for Legg Mason from October 1981 through June 1985 and assumed ov
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