• The London Company manages focused U.S. Equity portfolios across all market capitalization. Our strategies are offered through separately managed accounts, mutual funds, and select other channels.

  • Firm Product Summary

    An overview of all our products.

  • Large Cap

    The Large Cap strategy invests mainly in conservative, low-beta, large cap equities with a focus on above average downside protection. Primarily, we seek profitable, financially stable, quality large cap companies which consistently generate free cash flow, high returns on unleveraged operating capital, trade at rational valuations, and are run by shareholder-oriented management. Positions are generally in the market capitalization range of the major domestic large cap indices.

  • Small Cap

    The Small Cap strategy invests mainly in conservative, low-beta small cap equities with a focus on above average downside protection. Primarily, we seek profitable, financially stable small cap companies that consistently generate free cash flow, high returns on unleveraged operating capital, trade at significant discounts to their intrinsic values, and are run by shareholder-oriented management. Positions are usually within the market capitalization range of the major domestic small cap indices.

  • Income Equity

    The Income Equity strategy invests mainly in common equities with a focus on higher overall dividend yield orientation, which may be supplemented with primarily investment grade, preferred equities. This strategy has a more conservative orientation, with a focus on capital preservation, income and growth in order to provide greater yield and downside protection relative to our Large and Mid Cap strategies. Our Income Equity strategy is designed to generate above-average, absolute returns over full market cycles.

  • Small-Mid Cap

    The Small-Mid Cap strategy is an extension of our Small Cap strategy, with a weighted market capitalization higher than our Small Cap portfolio and is within the market capitalization ranges of the major domestic small to mid cap indices.

  • Mid Cap

    The Mid Cap strategy invests mainly in conservative, low-beta mid cap equities, with a focus on above average downside protection. Primarily, we seek profitable, financially stable mid cap companies that consistently generate free cash flow, high returns on unleveraged operating capital, trade at significant discounts to their intrinsic values, and are run by shareholder-oriented management. Positions are usually within the market capitalization range of the major domestic mid cap indices.

  • Concentrated

    The Concentrated strategy focuses on a smaller number of names that, in combination, offer the team’s strongest conviction towards downside protection. This portfolio typically holds less than half the number of names of our other strategies, and is managed with fewer restrictions on sector or position weightings. Individual positions can and will, at times, exceed greater than ten percent of the portfolio. The strategy is suitable for long term investors with a tolerance for potentially higher short term performance deviation from the benchmark, compared to our other strategies.

  • Sub-Advisory Funds

    We manage our strategies in separate accounts for institutional and individual investors.

    Touchstone Small Cap Core Fund

    For those investors interested in investing in a mutual fund equivalent of our small cap core strategy, we sub-advise the Touchstone Small Cap Core Fund. The prospectus for the Touchstone Small Cap Core Fund can be found here. Please contact Touchstone Investments at (800) 543-0407. Please note: We are not the owner/advisor of the funds and do not handle account setup or administration.

    The Touchstone Funds are distributed by Touchstone Securities, Inc.

    Touchstone Mid Cap Fund

    For those investors interested in investing in a mutual fund equivalent of our mid cap core strategy, we sub-advise the Touchstone Mid Cap Fund. The prospectus for the Touchstone Mid Cap Fund can be found here. Please contact Touchstone Investments at (800) 543-0407.Please note: We are not the owner/advisor of the funds and do not handle account setup or administration.

    The Touchstone Funds are distributed by Touchstone Securities, Inc.

    Touchstone Large Cap Fund

    For those investors interested in investing in a mutual fund equivalent of our large cap core strategy, we sub-advise the Touchstone Large Cap Fund. The prospectus for the Touchstone Large Cap Fund can be found here. Please contact Touchstone Investments at (800) 543-0407. Please note: We are not the owner/advisor of the funds and do not handle account setup or administration.

    The Touchstone Funds are distributed by Touchstone Securities, Inc.

    American Beacon The London Company Income Equity Fund

    For those investors interested in investing in a mutual fund equivalent of our income equity strategy, we sub-advise the American Beacon The London Company Income Equity Fund. The prospectus for the American Beacon The London Company Income Equity Fund can be found here. Please contact an American Beacon Client Service Representative at (800) 658-5811, option 1. Please note: We are not the sponsor of the fund and do not handle account setup or administration. Shares of the fund may only be offered through a current prospectus.

    The American Beacon Funds are distributed by Foreside Fund Services, LLC.

    Hennessy Equity and Income Fund

    For those investors interested in investing in a mutual fund equivalent of our large cap core strategy, we sub-advise the 60% equity sleeve of the Hennessy Equity and Income Fund*. The prospectus for the Hennessy Equity and Income Fund can be found here. Please contact Hennessy Funds at (800) 966-4354. Please note: We are not the owner/advisor of the funds and do not handle account setup or administration.

    *The 40% fixed income sleeve of the fund is sub-advised by Financial Counselors, Inc.

    The Hennessy Funds are distributed by Quasar Distributors, LLC.

    Mutual fund investing involves risk; Principal loss is possible.