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Baltimore-based Patient Capital Management identifies Meta Platforms, Inc.
(NASDAQ: META) as a key contributor to its third-quarter 2026 performance, arguing that the stock offers an attractive risk-reward profile alongside Alphabet Inc.
The fund’s “Patient Opportunity Equity Strategy” outperformed the S&P 500 in the latest quarter, gaining 4.32% against the index's 2.30%, and stands up 14.93% year-to-date compared to the index's 12.75%.
In its investor letter, Patient Capital noted that Meta’s launch of its Muse agents prompted the market to revise expectations for prospective returns from its artificial intelligence investments.
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