Unconventional Quality. Enduring Value.
An Elevated Investment Approach Built on Downside Protection
What Sets Us Apart
Committed to Downside Protection
The foundation of our approach is to mitigate downside risk with the goal of long-term outperformance and lower volatility.
Focused on Facts to Reduce Speculation
Rather than trying to predict the future, we form our investment thesis based on what is true today, using our Balance Sheet Optimization approach to valuation.
Long-Term Oriented Investors
We invest in a select number of high-quality companies through the lens of a business owner, as if we were buying the entire company to hold indefinitely.
One Team, One Process
Investing across the capitalization spectrum allows us to view companies over an extended life-cycle—from small to mid to large—and reinforces our long-term horizon.
Our Latest Commentary, Announcements, & Thought Leadership
2022 Q2 Quarterly Letter
To clients and friends of The London Company: The occasional reset is healthy and a normal…Read More
The Case for Quality
In this report, we define Quality, show how Quality metrics have performed over time, and demonstrate…Read More
Balance Sheet Strength & Downside Protection
An analysis of the risk-mitigating effects of balance sheet strength in various down-markets scenarios. Setting the…Read More
Value Investor Insight: Ports in a Storm
Value Investor Insight sits down with The London Company Founder and CIO, Stephen Goddard, and Principal,…Read More