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Diversified Litigation Portfolio I
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*Investor Requirements: Income > $200k, (or) combined w/ spouse > $300k, (or) combined net worth > $1M, (or) Accredited investors
Portfolio I Projected Returns
Equity Multiple
%
IRR
Portfolio Overview: Why Litigation Investments
This portfolio targets late-stage mass torts as well as single event cases, such as labor claims and sexual assault.
Investors benefit from institutional-quality litigation funding that provide high-growth opportunities while providing access to justice for those harmed by corporate misconduct.
Join us to diversify your portfolio with non-correlated, high-return investments.
Principal's Prior Litigation Experience
The Portfolio’s Chief Origination and Investment Officer has extensive experience managing large sums in litigation finance and successfully recovering settlements from opposing parties.
Camp Lejeune Water Contamination
3M Firefighter Foam (AFFF)
Talcum Powder
RoundUp Weed Killer
And More...
Meet The Team
Patrick Grimes
CEO/Founder, Passive Investing Mastery: Diversified Litigation Portfolio, Diversified Medical Receivables Portfolio, Recessionary Acquisitions Fund, Recessionary Income Fund, PIM Rapid Lending
Patrick’s portfolio is diversified across energy, litigation finance, medical receivables, commercial lending, and acquisitions, including retail, industrial, and thousands of apartment units. He has developed a range of diversified passive investments focused on growth and cash flow. He speaks on stages nationally, co-authored Amazon #1 best-sellers 'Lesson From Thought Leaders,' and 'Pivotal Leadership,' also an e-book Barnes & Noble #1 Best-Seller, and is a member of the Forbes Business Council, contributing articles on investing and commercial real estate.
For investors who want recession-aware, low-correlation alternatives to traditional markets, Patrick offers four core strategies: (1) PIM’s Diversified Litigation Finance Portfolio, built to provide investors with non-correlated growth by funding a diversified pool of lawsuits through contingency-fee law firms; (2) PIM’s Medical Receivables Portfolio, for investors seeking non-correlated cash flow and growth through financing medical practices’ accounts receivable—billed claims for services already rendered. Patrick also offers two commercial real estate funds, both capitalizing on the downturn in commercial real estate: (3) an Acquisitions Fund, targeting growth through opportunistic property acquisitions, and (4) an Income Fund, targeting stable cash flow through a diversified portfolio of commercial real estate loans.
Patrick holds a BS in Mechanical Engineering and both an MBA and MS in Engineering from San Jose State University. An avid adventurer, he resides in Honolulu, Hawaii.
David Gussmann
Chief Origination & Investment Officer,
Diversified Litigation Portfolio
Before joining as a Partner and Chief Investment Officer of the PIM Diversified Litigation Fund, David Gussmann spent over a decade managing non-correlated alternative investments for institutions including large hedge funds, pensions, and sovereign funds. He originated and led the strategy for major litigation against Wall Street banks, recovering billions related to the Great Financial Crisis. His experience includes investing and managing millions in litigation assets, executing several early-to-market securitizations of litigation rights, and holding senior positions at Fannie Mae, where he oversaw billions in assets through the financial crisis. At LoanPerformance, he contributed to significant growth and industry-standard product development. David holds an MBA from the J.L. Kellogg School of Management and a B.A. in Economics from UCLA.
What is Litigation Funding?
Solving Needs In The Legal Industries
When a wrong, injustice (Tort) occurs, the harmed party (Claimant or Plaintiff) may seek justice.
The harmed can sue the responsible party (Defendant) through Litigation, resolving the dispute through the court system.
When numerous individuals are similarly harmed and their individual lawsuits are consolidated, it is called a Mass Tort.
Why Litigation Funding
Harmed individuals often lack the funds to pay attorneys upfront, leading attorneys to defer payment and work on Contingency.
Mass Torts are expensive but often result in significant settlements or judgments.
Investors can enable access to justice by funding attorneys to cover the costs (Litigation Funding).
What is Litigation Funding?
A Stable Industry With Non-Correlated Returns
Regardless of economic conditions, harmed individuals continue to require representation.
Litigation investments yield returns based on the stability of legal services and the compensation awarded by the court system.
Market instability does not influence the outcomes or amounts awarded to harmed individuals.
Consequently, these investments offer returns that are independent of broader market fluctuations, ensuring stability and consistency even during economic downturns.
A Stable Industry With Non-Correlated Returns
Regardless of economic conditions, harmed individuals continue to require representation.
Litigation investments yield returns based on the stability of legal services and the compensation awarded by the court system.
Market instability does not influence the outcomes or amounts awarded to harmed individuals.
Consequently, these investments offer returns that are independent of broader market fluctuations, ensuring stability and consistency even during economic downturns.
Achieve Portfolio Resilience
Most investors over-allocated in real estate and public equities (Stocks), litigation funding offers a truly diversified investment, providing resilience in market downturns.
By including litigation investments in your portfolio, you can achieve greater stability and reduce exposure to the volatility of traditional investments.
An Interview With Our Partner, David Gussmann
Alternative Investing Experience
Litigation Funding Experience & Future Plans
Litigation Funding In The News
“The share-price performance of litigation funders has been uncorrelated with the market, making it an attractive option during economic downturns.”
– MoneyWeek.
“By funding litigation, investors can play a crucial role in leveling the playing field between under-resourced claimants and well-funded defendants.”
– MoneyWeek.
“For CNBC, and for Wall Street, billion-dollar fines for violations of the law are just part of the price of doing business, along with litigation costs and ‘compliance.'” – Alex Pareene
– Alex Pareene.
“Litigation finance offers a unique investment opportunity that is uncorrelated with traditional financial markets, providing diversification for investors.”
– MoneyMade
Litigation Terms
Litigation
The process of resolving disputes between parties through the court system encompassing various legal proceedings, including trials, and hearings, aimed at reaching a resolution through judicial decision-making.”
Claimant/ Plaintiff
“Claimant” OR “Plaintiff” means the individual or entity making a legal claim against another party, seeking compensation for harm, injury, or loss suffered.
Tort
A civil wrong that resulted in harm or loss to individuals, imposing legal liability on the responsible party.
Litigation Funding
Also known as “Litigation Finance”, means the provision of capital by a third-party to cover the costs associated with pursuing a legal claim in exchange for a portion of the financial recovery from the litigation.
Defendant
The party being sued in a legal case, responsible for responding to the plaintiff’s allegations and defending against the claims made.
Mass Tort
A tort involving numerous plaintiffs who have suffered similar harm. Unlike class actions, mass torts involve individual lawsuits consolidated, typically arising from widespread incidents such as defective products or environmental disasters.