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

The London Company, an investment management company, released “The London Company Mid Cap Strategy” second quarter 2024 investor letter. US markets posted mixed results in 2024. The portfolio fell 5.9% (6%.0 net) during the quarter compared to a 3.4% decrease for the Russell Midcap Index. Both stock selection and sector exposure led the portfolio to lag relative to the index. In addition, you can check the fund's top 5 holdings to determine its best picks for 2024.

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