The London Company, an investment management company, released “The London Company Small Cap Strategy” second quarter 2024 investor letter. In the quarter, the fund fell 5.8% (5.9%, net) compared to a 3.3% decrease in the Russell 2000 Index. The positive impact of sector allocation was mitigated by stock selection in the second quarter. For more information on the fund’s top picks in 2024, please check its top five holdings.
A copy of The London Company Small Cap Strategy’s Q2 2024 investor letter can be downloaded here.
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