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The London Company Large Cap Strategy’s Q2 2024 Investor Letter

The London Company, an investment management company, released “The London Company Large Cap Strategy” second quarter 2024 investor letter. The US stocks’ performance was mixed in the second quarter measured by the Russell 3000 Index’s 3.2% return.  The fund declined 1.9% (2.0% net) during the quarter compared to a 3.6% return for the Russell 1000 Index. For more information on the fund’s top picks in 2024, please check its top five holdings.

A copy of The London Company Large Cap Strategy’s Q2 2024 investor letter can be downloaded here.