The London Company, an investment management company, released “The London Company Large Cap Strategy” fourth quarter 2024 investor letter. U.S. equities increased in the fourth quarter and most of the major indices saw positive gains. The quarter's economic data was mixed but generally encouraging. The portfolio returned 0.8% (0.6% net) during the quarter compared to a 2.8% increase for the Russell 1000 Index. Positive sector exposure has contributed to offset the negative impact of stock selection on the relative performance. In addition, you can check the fund’s top 5 holdings to...
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