Viewpoints
Commentary, Announcements & Thought Leadership
2024 Q1 Quarterly Letter
To clients and friends of The London Company Momentum Madness Executive Summary Sticky inflation and…
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Mega Cap Dominance & Growing Sequence Risk
Insights from the CIO Stephen M. Goddard, CFA Founder, Chairman, and Chief Investment Officer Investment…
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Shareholder Yield: Buybacks in Focus
Insights from the CIO Stephen M. Goddard, CFA Founder, Chairman, and Chief Investment Officer Investment…
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The Revival of Risk Management
Insights from the CIO Stephen M. Goddard, CFA Founder, Chairman, and Chief Investment Officer Perspectives…
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Generationally Focused: How Family Businesses Deliver Long-Term Value
Insights from the CIO Stephen M. Goddard, CFA Founder, Chairman, and Chief Investment Officer Investment…
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A Time for Quality Down Cap
Observations Down the Market Cap Spectrum Valuations for Small & Mid cap stocks trade at wide…
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QTD Income Equity – 4Q2023 vs R1000
Market Observations & Portfolio Commentary Income Equity – 4Q2023 vs R1000 Quarterly Market Update U.S.…
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FY SMID Cap – 2023 vs. R2500
Market Observations & Portfolio Commentary SMID Cap – 2023 vs. R2500 Full Year Market Update …
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QTD Income Equity – 4Q2023 vs R1000V
Market Observations & Portfolio Commentary Income Equity – 4Q2023 vs R1000V Market Update U.S. equities…
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QTD SMID Cap – 4Q2023 vs. R2500
Market Observations & Portfolio Commentary SMID Cap – 4Q2023 vs. R2500 Quarterly Market Update U.S.…
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FY Mid Cap – 2023 vs. RMC
Market Observations & Portfolio Commentary Mid Cap – 2023 vs. RMC Full Year Market Update …
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FY Income Equity – 2023 vs R1000V
Market Observations & Portfolio Commentary Income Equity – 2023 vs R1000V Full Year Market Update …
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FY Small Cap – 2023 vs. R2000
Market Observations & Portfolio Commentary Small Cap – 2023 vs. R2000 Full Year Market Update …
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