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May 06, 2026

Samantha McLemore on CNBC’s Closing Bell

Samantha McLemore

Samantha McLemore, Patient Capital’s Founder and CIO, joined CNBC's 'Closing Bell' to weigh in on the secular bull market, why she believes valuations are keeping pace with fundamentals, and more.

 


In this interview, Samantha McLemore candidly discusses her opinion on the market and on stocks and sectors that may have, at the time of the interview, been held in the Firm's strategies. This opinion is current as of the date of this interview but is subject to change. The information presented should not be considered a recommendation to purchase or sell any security and should not be relied upon as investment advice. The information contained in the interview is not guaranteed as to its accuracy or completeness. Portfolio composition is subject to change without notice.

PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. ANY INVESTMENT INVOLVES RISK OF LOSS, AND MAY RESULT IN A TOTAL LOSS OF INVESTMENT.

Certain statements included in this presentation, are forward-looking statements within the meaning of the relevant securities laws and are subject to numerous known and unknown risks and uncertainties. The factors discussed could cause actual results and developments to be materially different from those expressed in or implied by such forward-looking statements. Forward-looking statements generally include the use of words such as "believes," "intends," "expects," "anticipated," "plans," and similar expressions. Undue reliance should not be placed on these forward-looking statements. Actual results could differ materially from those expressed or implied in the forward-looking statements for many reasons, including the risks described herein and the Offering Documents. Such statements relate only to events as of the date on which the statements are made and there can be no assurance that future results, levels of activity, performance, or actual achievements will meet these expectations.

The views expressed reflect those of Patient Capital Management as of the date of the commentary. These views are not intended to be a forecast of future events, a guarantee of future results or investment advice. Because investment decisions are based on numerous factors, these views may not be relied upon as an indication of trading intent on behalf of any portfolio. Any data cited herein is from sources believed to be reliable but is not guaranteed as to accuracy or completeness. The information presented should not be considered a recommendation to purchase or sell any security and should not be relied upon as investment advice. It should not be assumed that any purchase or sale decisions will be profitable or will equal the performance of any security mentioned. References to specific securities are for illustrative purposes only.

For Institutional Investors Only.