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Viewpoints

Commentary, Announcements & Thought Leadership

Viewpoints - Page 3

FY Small Cap – 2023 vs. R2000V

Market Observations & Portfolio Commentary  Small Cap – 2023 vs. R2000V   Full Year Market Update …

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FY SMID Cap – 2023 vs. R2500V

Market Observations & Portfolio Commentary  SMID Cap – 2023 vs. R2500V   Full Year Market Update…

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FY Income Equity – 2023 vs R1000

Market Observations & Portfolio Commentary  Income Equity – 2023 vs R1000   Full Year Market Update …

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FY Large Cap – 2023 vs. R1000V

Market Observations & Portfolio Commentary  Large Cap – 2023 vs. R1000V   Full Year Market Update…

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2023 Q4 Quarterly Letter

To clients and friends of The London Company   Herd Mentality Executive Summary 2023 ended with…

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Pensions & Investments 2023 Best Places to Work in Money Management Award

For the second year in a row, The London Company has been named one of Pensions…

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Mega Cap Dominance & Growing Sequence Risk

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

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A Time for Quality in Small-Mid Cap

Observations Down the Market Cap Spectrum  Valuations for Small & Mid cap stocks trade at notable…

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Shareholder Yield: Buybacks in Focus

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

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IMPORTANT DISCLOSURES

 

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. In making an investment decision individuals should utilize other information sources and the advice of their investment advisor.

 

Performance and Fees: Gross of fee returns are calculated gross of management and custodian fees and net of transaction costs. Net of fee returns are calculated net of actual management fees and transaction costs and gross of custodian and other fees. Returns may be net of miscellaneous fund expenses. The gross figures do not reflect the deduction of investment advisory fees. Returns are calculated and stated in US dollars. Returns are calculated gross of withholding taxes on foreign dividends and interest. Dividends are reinvested.

 

The London Company’s performances are size weighted and annualized based on calculations for the period ending December 31, 2022, unless noted otherwise. As London manages its clients’ portfolios according to each client’s specific investment needs and circumstances, London cannot affirm that the characteristics of the account shown above are similar to all accounts participating in the strategy. This is due in part to the timing of trades by the Advisor, market conditions, cash availability, and the timing of client deposits and withdrawals. Therefore, prospective clients should not assume that similar performance results to those shown would have been achieved for their accounts had they been invested in the strategy during the period. An investment in a London Company strategy is subject to risks, including the loss of principal.

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