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Viewpoints

Commentary, Announcements & Thought Leadership

Viewpoints - Page 3

FY Small Cap – 2025 vs. R2000

Market Observations & Portfolio Commentary  Small Cap – 2025 vs. R2000   Full Year Market Update …

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FY Income Equity – 2025 vs R1000

Market Observations & Portfolio Commentary  Income Equity – 2025 vs R1000   Full Year Market Update …

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FY Large Cap – 2025 vs. R1000

Market Observations & Portfolio Commentary  Large Cap – 2025 vs. R1000   Full Year Market Update…

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FY Large Cap – 2025 vs. R1000V

Market Observations & Portfolio Commentary  Large Cap – 2025 vs. R1000V   Full Year Market Update…

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2025 Q4 Quarterly Letter

To clients and friends of The London Company   Keeping Time in a Noisy Market Executive…

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Market Insights: Crowded House – Diversification Lacking within Large Cap Core and Growth Indexes

Source: FactSet. Data as of 11/30/2005-11/28/2025.   The Transformation of the S&P 500 Over the past…

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What Have I Become

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

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2025 Q3 Quarterly Letter

To clients and friends of The London Company   Speculation Thrives on Fertilizer, Quality Endures with…

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It’s Déjà Vu All Over Again

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

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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.

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