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Commentary, Announcements & Thought Leadership

Thought Capital - page 3

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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The Revival of Risk Management

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

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The Whole Truth Podcast: An Intriguing Look Inside Boutique Management

The Whole Truth (a podcast by Touchstone Investments) takes an intriguing look inside boutique management. Hosts…

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How The London Company Approaches ESG

Philosophical Alignment  The London Company manages focused equity portfolios utilizing a process foremost oriented toward downside…

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The Decade of the Dividend

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

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Value Investor Insight: Ports in a Storm

Value Investor Insight sits down with The London Company Founder and CIO, Stephen Goddard, and Principal,…

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Balance Sheet Strength & Downside Protection

An analysis of the risk-mitigating effects of balance sheet strength in various down-markets scenarios. Setting the…

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The Case for Quality

Case for Quality: In this report, we define Quality, show how Quality metrics have performed over…

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

 

An investor cannot invest directly in the ‘quality composite’ nor the ‘broad market’. These comparisons are for illustrative purposes only and are used to demonstrate factors which The London Company incorporates into its investment decision-making process. The quality composite does not represent an actual London Company performance composite.

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