The London Company SMID Cap Strategy’s Q1 2024 Investor Letter

The London Company, an investment management company, released “The London Company SMID Cap Strategy” first quarter 2024 investor letter. US markets posted solid returns in Q1. The portfolio gained 9.4% (9.2% net) during the quarter compared to 6.9% returns for the Russell 2500 Index. Both stock selection and sector exposure led the portfolio to outperform in the quarter. In addition, you can check the top 5 holdings of the fund to know its best picks in 2024.

A copy of The London Company SMID Cap Strategy’s Q1 2024 investor letter can be downloaded here.