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

The London Company, an investment management company, released “The London Company Large Cap Strategy” first quarter 2024 investor letter. During 1Q, U.S. stocks made significant gains due to steady economic growth, decreasing inflation, and a slightly weaker labor market, increasing the likelihood of a soft landing. The fund gained 8.3% (8.2%, net) during the quarter compared to a 10.3% rise in the Russell 1000 Index. 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 Large Cap Strategy’s Q1 2024 investor letter can be downloaded here.