The London Company Large Cap Strategy’s Q3 2024 Investor Letter

The London Company, an investment management company, released “The London Company Large Cap Strategy” third quarter 2024 investor letter. U.S. equities increased during the third quarter, with most major indices recording mid-single-digit gains. The broader market, represented by the Russell 3000 Index, rose by 6.2%. Notably, there was a shift from large-cap growth stocks to small-cap and value styles. The portfolio increased 8.2% (8.1% net) during the quarter compared to a 6.1% increase for the Russell 1000 Index. Both stock selection and sector exposure were tailwinds to the relative performance of the strategy. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2024.

A copy of The London Company Large Cap Strategy’s Q3 2024 investor letter can be downloaded here.