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.

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.