**Patient Opportunity Equity Strategy Outperforms in Q3 2025**
The Patient Opportunity Equity Strategy delivered strong performance in the third quarter of 2025, rising 14.1% compared to the S&P 500’s 8.1% return. This brings the fund’s year-to-date gains to 18.9%, outperforming the S&P 500’s 14.8%.
During Q3 2025, the fund initiated new positions in several companies, including UnitedHealth (NYSE: UNH), Crocs (NASDAQ: CROX), Mattel (NASDAQ: MAT), IAC (NASDAQ: IAC), and Biogen (NASDAQ: BIIB).
**Related Stocks:**
| Symbol | Company Name |
|——–|——————————|
| UNH | UnitedHealth Group Incorporated |
| CROX | Crocs, Inc. |
| MAT | Mattel, Inc. |
| IAC | IAC Inc. |
| BIIB | Biogen Inc. |
*Source: [Insert Source Here]*
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