Skip to main content

Unconventional Quality. Enduring Value.

An Elevated Investment Approach Built on Downside Protection

Scroll

The London Company

We are proven institutional investors committed to generating long-term value through a focused, bottom-up strategy driven by downside protection. We actively seek high conviction holdings to build meaningfully differentiated portfolios.

What Sets Us Apart

downside-protection

Committed to Downside Protection

The foundation of our approach is to mitigate downside risk with the goal of long-term outperformance and lower volatility.

optimization

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 Strategies

The London Company invests across all market capitalizations, offering U.S equity portfolios through separately managed accounts, mutual funds and select channels

Viewpoints

Our Latest Commentary, Announcements, & Thought Leadership

The Case for Quality

In this report, we define Quality, show how Quality metrics have performed over time, and demonstrate…

Read More

2022 Q1 Quarterly Letter

To clients and friends of The London Company: Spring is upon us, and the seasons are…

Read More

QTD Income Equity-1Q2022 vs R1000V

Market Observations & Portfolio Commentary Quarterly Market Update  US equities traded lower during Q1 reflecting concerns…

Read More

QTD Large Cap-1Q2022 vs. R1000

Market Observations & Portfolio Commentary Quarterly Market Update  US equities traded lower during Q1 reflecting concerns…

Read More

Connect

Get in touch with us to get started on your journey.

The London Company of Virginia, LLC
1800 Bayberry Court, Suite 301
Richmond, VA 23226

Tel: 804.775.0317

info@tlcadvisory.com

Name*







This field is for validation purposes and should be left unchanged.


You are now leaving The London Company’s website. The link below is provided as a convenience, and The London Company is not responsible for the content provided on the destination site.

Continue