Firm Profile
The London Company is a registered investment advisor with over $5.8 billion in assets under management ($10.91 billion total entity assets) as of March 31, 2013. It was founded by Stephen M. Goddard as the dedicated equity advisor to First Colony Corporation, a publicly traded Life Insurance Company. Today, the Richmond, Virginia based company provides large cap, income equity, small cap, small-mid cap, concentrated all cap, and mid cap equity portfolio management services to a diverse mix of corporations, trusts, foundations, endowments, pensions, banks, individuals, and mutual fund accounts.
Location: Richmond, VA
Independently Owned
- 20% compounded growth in firm assets since inception
- Average 22 years experience among investment committee members
- Invest alongside our clients
Firm Snap Shot
- Boutique firm with ownership culture
- Founded in 1994
- Singular investment process with high quality, low risk investment discipline
- Experienced equity manager with consistent out-performance
- Primary objective is to preserve capital and secondary objective is to provide above average returns over full market cycles by looking beyond the "Street's" near term horizon using a long-term owner’s mindset
Key Professionals
- Stephen M. Goddard, CFA: Founder and Chief Investment Officer, Managing Principal, Portfolio Manager
- Jonathan T. Moody, CFA: Principal, Portfolio Manager
- J. Brian Campbell, CFA: Portfolio Manager
- Mark E. DeVaul, CFA, CPA: Portfolio Manager
- Jeffrey E. Markunas, CFA: Portfolio Manager
- Andrew J. Wetzel: Chief Compliance Officer
- Melissa A. Carlucci: Chief Operating Officer, Portfolio Administrator
- Timothy C. McCoy Jr.: Director of Institutional Sales & Marketing
1Includes model assets $5.1 billion as of 03/31/13.
(804) 775-0317