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Commentary, Announcements & Thought Leadership

2025 Q1 Quarterly Letter

To clients and friends of The London Company   Durable Signals Executive Summary Markets entered correction…

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Pensions & Investments 2024 Best Places to Work in Money Management Award

The London Company Earns Top Workplace Honors Once Again! For the third consecutive year, The London…

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Back to the Basics

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

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Will the Fed end up taking the elevator or the stairs? Why you should stay up in Quality as rates head down.

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

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QTD Income Equity – 1Q2025 vs R1000

Market Observations & Portfolio Commentary Income Equity – 1Q2025 vs Russell 1000   Market Update  U.S.…

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QTD Income Equity – 1Q2025 vs R1000V

Market Observations & Portfolio Commentary Income Equity – 1Q2025 vs Russell 1000 Value   Market Update…

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QTD SMID Cap – 1Q2025 vs. R2500

Market Observations & Portfolio Commentary SMID Cap – 1Q2025 vs. Russell 2500   Market Update U.S.…

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QTD Mid Cap – 1Q2025 vs. RMC

Market Observations & Portfolio Commentary Mid Cap – 1Q2025 vs. Russell Midcap   Market Update  U.S.…

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QTD Small Cap – 1Q2025 vs. R2000

Market Observations & Portfolio Commentary  Small Cap – 1Q2025 vs. Russell 2000   Market Update  U.S.…

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QTD Large Cap – 1Q2025 vs. R1000

Market Observations & Portfolio Commentary Large Cap – 1Q2025 vs. Russell 1000   Market Update  U.S.…

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QTD Large Cap – 1Q2025 vs. R1000V

Market Observations & Portfolio Commentary Large Cap – 1Q2025 vs. Russell 1000 Value   Market Update …

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The Richmond Times-Dispatch Names The London Company a Winner of the Richmond Top Workplaces 2025 Award

  We are thrilled to announce that The London Company has been honored with a Top…

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Stacking the Odds

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

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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

 

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.

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