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Commentary, Announcements & Thought Leadership

2025 Q3 Quarterly Letter

To clients and friends of The London Company   Speculation Thrives on Fertilizer, Quality Endures with…

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It’s Déjà Vu All Over Again

Insights from the CIO Stephen M. Goddard, CFA Founder, Chairman, and Chief Investment Officer   Investment…

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2025 Q2 Quarterly Letter

To clients and friends of The London Company   Broadening Back to New Highs (and Lofty…

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Berkshire Hathaway & The Anatomy of a Long-Term Investor

Insights from the CIO Stephen M. Goddard, CFA Founder, Chairman, and Chief Investment Officer   Investment…

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QTD International Equity – 3Q2025 vs MSCI EAFE

Market Observations & Portfolio Commentary International Equity – 3Q2025 vs MSCI EAFE   Market Update Global…

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QTD Income Equity – 3Q2025 vs R1000

Market Observations & Portfolio Commentary Income Equity – 3Q2025 vs Russell 1000   Market Update  U.S.…

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QTD Income Equity – 3Q2025 vs R1000V

Market Observations & Portfolio Commentary Income Equity – 3Q2025 vs Russell 1000 Value   Market Update…

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QTD SMID Cap – 3Q2025 vs. R2500

Market Observations & Portfolio Commentary SMID Cap – 3Q2025 vs. Russell 2500   Market Update U.S.…

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QTD Mid Cap – 3Q2025 vs. RMC

Market Observations & Portfolio Commentary Mid Cap – 3Q2025 vs. Russell Midcap   Market Update  U.S.…

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QTD Small Cap – 3Q2025 vs. R2000

Market Observations & Portfolio Commentary  Small Cap – 3Q2025 vs. Russell 2000   Market Update  U.S.…

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QTD Large Cap – 3Q2025 vs. R1000

Market Observations & Portfolio Commentary Large Cap – 3Q2025 vs. Russell 1000   Market Update  U.S.…

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QTD Large Cap – 3Q2025 vs. R1000V

Market Observations & Portfolio Commentary Large Cap – 3Q2025 vs. Russell 1000 Value   Market Update …

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2025 Q1 Quarterly Letter

To clients and friends of The London Company   Durable Signals Executive Summary Markets entered correction…

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Important Disclosures

 

Performance is preliminary and subject to change. Past performance is no guarantee of future results. This report is for informational purposes only. The statements contained herein are solely based upon the opinions of The London Company and the data available at the time of publication of this report, and there is no assurance that any predicted results will actually occur. Information was obtained from third-party sources which we believe to be reliable but are not guaranteed as to their accuracy or completeness. This report contains no recommendations to buy or sell any specific securities and should not be considered investment advice of any kind. An investment in a London Company strategy is subject to risks, including loss of principal. Referenced strategies may not be suitable for all investors. The appropriateness of a certain strategy will depend on individual circumstances and objectives. In making an investment decision, individuals should utilize other information sources and the advice of their investment advisor. All data references are as of March 31, 2025 unless noted otherwise.

 

The London Company of Virginia is a registered investment advisor. More information about the advisor, including its investment strategies, fees and objectives, are fully described in the firm’s Form ADV Part 2, which is available by calling 804.775.0317, or can be found by visiting www.tlcadvisory.com.

 

Please consider the investment objectives, risks, charges and expenses of the Fund carefully before investing. The prospectus and the summary prospectus contain this and other information about the Fund. To obtain a prospectus or a summary prospectus, contact your financial professional or download and/or request one at TouchstoneInvestments.com/resources or call Touchstone at 800.638.8194. Please read the prospectus and/or summary prospectus carefully before investing.

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