Products & Performance

Continue reading to learn about our products that strive to consistently outperform with the lowest downside risk.

Firm Product Summary

The Firm Product Summary gives an overview of all our products.

Large Cap Core Value

The London Company's large cap portfolio is focused on investing in its best, conservative, low-beta, dividend growth large cap ideas. We seek profitable, financially stable, growth companies that consistently generate free cash flow and high returns on unleveraged operating capital, trade at rational valuations, are run by shareholder-oriented management, and have relatively low dividend pay-outs. For current information, please see the most recent performance summary.

Small Cap Core Value

The London Company's small cap portfolio is focused on investing in its best, conservative, low-beta small cap ideas. We seek profitable, financially stable, quality companies that consistently generate free cash flow and high returns on unleveraged operating capital, trade at rational valuations, and run by shareholder-oriented management. For current information, please see the most recent performance summary.

Income Equity

The London Company's high dividend, total return product is a leading, conservative, high-income-with-growth portfolio focused on capital preservation, income and growth - in that order. We seek profitable, financially stable, core companies that consistently generate high dividend income, are run by shareholder-oriented management and trade at reasonable valuations. Our income equity portfolios are designed to generate above-average, absolute returns and to avoid any material losses in down markets. For current information, please see the most recent performance summary.

Small-Mid Cap

The London Company's small-mid cap portfolio invests in its best, conservative, low-beta ideas with above average downside protection. We seek profitable, financially stable, quality companies that consistently generate free cash flow and high returns on unleveraged operating capital, trade at rational valuations, and are run by shareholder-oriented management. For current information, please see the most recent performance summary.

Concentrated All Cap

The London Company's concentrated portfolio allows us to source our best ideas from all our strategies with less restrictions on market capitalizations, sector and position weightings. The number of holdings are typically less than half that of our other diversified strategies. Individual positions can exceed well in excess of ten percent of the portfolio. The strategy is suited for investors seeking higher returns with potentially higher risk relative to our other strategies. For current information, please see the most recent performance summary.

Sub-Advisory Funds

Generally, we manage our strategies in separate accounts for institutional and individual investors.

Touchstone Small Cap Core Fund
For those investors interested in investing in a mutual fund equivalent of our small cap core strategy, we sub-advise the Touchstone Small Cap Core Fund. You may download a fact sheet and prospectus from the fund's website, Touchstone Investments. Please contact Touchstone Investments at (800) 543-0407. Please note: We are not the owner/advisor of the funds and do not handle account setup or administration.

Touchstone Mid Cap Fund
For those investors interested in investing in a mutual fund equivalent of our mid cap core strategy, we sub-advise the Touchstone Mid Cap Fund. You may download a fact sheet and prospectus from the fund's website, Touchstone Investments. Please contact Touchstone Investments at (800) 543-0407. Please note: We are not the owner/advisor of the funds and do not handle account setup or administration.

American Beacon The London Company Income Equity
For those investors interested in investing in a mutual fund equivalent of our income equity strategy, we sub-advise the American Beacon The London Company Income Equity Fund. You may download a fact sheet and prospectus from the fund's website, American Beacon. Please contact an American Beacon Client Service Representative at (800) 658-5811, option 1. Please note: We are not the sponsor of the fund and do not handle account setup or administration. Shares of the fund may only be offered through a current prospectus.

Hennessy Equity and Income Fund
For those investors interested in investing in a mutual fund equivalent of our large cap core strategy, we sub-advise the 60% equity sleeve of the Hennessy Equity and Income Fund*. You may download a fact sheet and prospectus from the fund's website. Please contact Hennessy Funds at (800) 966-4354. Please note: We are not the owner/advisor of the funds and do not handle account setup or administration.

*The 40% fixed income sleeve of the fund is sub-advised by Financial Counselors, Inc.