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