The London Company, an investment management company, released “The London Company SMID Cap Strategy” second quarter 2024 investor letter. US markets posted mixed results in Q2. The portfolio fell 5.7% (5.9%, net) compared to a 4.3% decrease for the Russell 2500 Index. Both stock selection and sector exposure led the portfolio to underperform in the quarter. For more information on the fund’s top picks in 2024, please check its top five holdings.
A copy of The London Company SMID Cap Strategy’s Q2 2024 investor letter can be downloaded here.Create a free account, or log in to read the full article
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