The London Company strives to maximize investor return and minimize any potential loss by applying the principles of a disciplined and pragmatic process, relying on facts, not speculation.

We pay strict attention to each company's sustainability of return on capital, free cash flow and long-term growth. Cash flow is the true measure of value.

We identify superior companies with proven, shareholder-oriented management by analyzing their actions, incentives, capital allocation and personal ownership.

We use a proprietary semi-LBO cash flow model to determine a company's optimal value, using conservative assumptions.

We focus on our best ideas in order to allow the portfolio to outperform.

Why The London Company

• Distinguished 12-year history
• Time-tested, low risk investment process
• 70 years of investment experience among professionals
• Privately owned, independent
• Conservative focus