The London Company, an investment management company, released “The London Company SMID Cap Strategy” third quarter 2024 investor letter. US equities rose in the third quarter with most of the indices reporting mid-single-digit gains. The portfolio returned 2.2% (2%, net) compared to an 8.8% increase 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.
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