Patient Capital Management Archives

Patient Capital 2023 Q4 Commentary

Equity markets continued their upward trend in the fourth quarter of 2023. Optimism was largely based on the expectation that Central Bankers had concluded their interest rate hikes and inflation was on its way to the…

Patient Capital Management’s defining investment principles: Patience, diligence, temperament

How the company has practiced the art of value investing for the last quarter-century

Patient Capital Quarterly Commentary – Q1 2023

The first quarter of 2023 saw global equity markets continue their positive momentum. The MSCI (USD) World Index rose 7.88%1, the S&P 500 (USD) posted a positive return of 7.50%2 and the S&P/TSX Composite Index increased…

Patient Capital Quarterly Commentary – Q4 2022

During the fourth quarter of 2022 global markets bounced back from their third quarter declines. The MSCI (USD) World Index rose 9.89%1 while the S&P 500 (USD) posted a positive return of 7.56%2. The S&P/TSX Composite…

Patient Capital Quarterly Commentary – Q2 2022

Concern over rising inflation was the major theme during the second quarter of 2022. Investors started to conclude that inflation was not going to be transitory and instead might be a persistent problem into the future.…

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