Skip to main content

Viewpoints

Commentary, Announcements & Thought Leadership

Thought Capital

One Playbook, Two Scoreboards

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

Read more

Market Insights: Value Tech Mania — Near-Historic Russell 1000 Value Outperformance

Source: FactSet. A Historic Divergence Over the nine months ending July, the Russell 1000 Value Index…

Read more

Market Insights: High Beta Back to the Future

Source: Zephyr Style Advisor, High Beta proxy: SPHB, Invesco S&P 500 High Beta ETF. Low Volatility…

Read more

Market Insights: The Crowding Out of Defensives & Dividends

Source: Strategas & Piper Sandler. Sector data from 2/2/90 – 5/22/26 and yield data from 12/31/89…

Read more

Empty Pews vs Crowded Casino Floor

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

Read more

Market Insights: Down-Cap Speculation May be Long in the Tooth

Source: eVestment & FactSet. Data from 3/31/25 – 3/31/26. Past performance should not be taken as…

Read more

Market Insights: Tech Beta Rising

Source: Zephyr.    A Familiar Pattern Re-emerges The Information Technology sector has historically been characterized by…

Read more

Market Insights: Concentration of a Different Sort Down-Cap: One of Lower Quality and Higher Valuations

Source: FactSet.    Market Rotation Underway Markets have broadened to start 2026, with U.S. small and…

Read more

Stability on Sale: Act(ive) Now Before It’s Too Late

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

Read more

Connect

Get in touch with us to get started on your journey

Contact Us

Disclosure Notes

 

The London Company was founded in 1994 in Richmond, Virginia and provides equity portfolio management services to pension, profit-sharing, foundation, corporate, investment companies, and individual investors. The firm, which is majority employee-owned, is an independent, autonomous investment management organization. The London Company of Virginia is a registered investment advisor. Registration does not imply a certain level of skill or training. More information about the advisor, including its investment strategies, fees and objectives are more fully described in the firm’s Form ADV Part 2, which is available upon request by calling (804) 775-0317, or can be found by visiting www.TLCadvisory.com.

 

Past performance should not be taken as a guarantee of future results. The report is for informational purposes only. Data, while obtained from sources we believe to be reliable, cannot be guaranteed and all statistics are subject to change. 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.

 

Index Definitions

 

Inclusion of these indices is for illustrative purposes only. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns.

 

The S&P 500 Index is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market.

 

The S&P 500 Low Volatility Index measures performance of the 100 least volatile stocks in the S&P 500. The index benchmarks low volatility or low variance strategies for the U.S. stock market.

 

The Russell 1000 Value Index measures the performance of the large-cap value segment of the U.S. equity universe. It includes those Russell 1000 Index companies with lower price-to-book ratios and lower expected growth values.

 

The S&P 500 High Dividend Index serves as a benchmark for income seeking equity investors. The index is designed to measure the performance of 80 high yield companies within the S&P 500 and is equally weighted to best represent the performance of this group, regardless of constituent size.

You are now leaving The London Company’s website. The link below is provided as a convenience, and The London Company is not responsible for the content provided on the destination site.

Continue

By continuing on this site or clicking Yes to Accept, you agree to our use of cookies and other technologies to process your personal data to personalize your experience and for other purposes.