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

  • Process Overview

  • Large Cap

    25–35 conservative, low-beta, large cap equities; benchmark Russell 1000.

  • Small Cap

    25–35 conservative, low-beta, small cap equities; benchmark Russell 2000.

  • Income Equity

    25–35 conservative, low-beta, large cap equities with a secondary focus on a yield premium to its benchmark, the Russell 1000 Value.

  • Small-Mid Cap

    25–35 conservative, low-beta, small and mid cap equities; benchmark Russell 2500.

  • Mid Cap

    25–35 conservative, low-beta mid cap equities; benchmark Russell Midcap.

  • All Cap 25

    25–35 conservative, low-beta, all cap equities, with fewer restrictions on sector weightings and position sizes; benchmark S&P 1500.

  • Concentrated

    10–20 high conviction names, with fewer restrictions on sector weightings and position sizes; benchmark Russell 1000.

  • Sub-Advisory Funds

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

    Touchstone Small Cap 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 Fund. The prospectus for the Touchstone Small 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 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 Resolute Investment Distributors, Inc.

    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.