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Institutional Investor: Fireside Chat Feature

Principal and Portfolio Manager Samuel D. Hutchings, CFA joined Institutional Investor to discuss Four Keys for Long-Term Growth in their latest addition to the Fireside Chat interview series.

This Institutional Investor Fireside Chat series with The London Company consists of four episodes:

  • Episode 1: A Twist on Winning by Not Losing – To outperform the market over a full cycle, every part of the investment process must focus on risk mitigation.
  • Episode 2: Why Most Investors Over-Diversify – The London Company builds diversified portfolios of just 25 to 35 holdings, turning over just four to five names each year.
  • Episode 3: Take a Different Long-Term Perspective – For starters, never try to predict macroeconomic factors, and buy high-quality companies you can hold for at least 5 years.
  • Episode 4: Make Quality a Top Priority – With inflation rising and other conditions deteriorating, investors need to put a much greater emphasis on quality.

Institutional Investor Fireside Chat Series with The London Company


Watch the Interviews


Learn more about what strategies The London Company uses to help protect our client’s assets, regardless of the obstacles the market presents.

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