The London Company Large Cap Strategy’s Q1 2025 Investor Letter

The London Company, an investment management company, released “The London Company Large Cap Strategy” first quarter 2025 investor letter. The US equities experienced a correction in the first quarter following two years of robust performance. The portfolio returned 2.4% (2.3%, net) during the quarter compared to a 4.5% decrease for the Russell 1000 Index. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.

A copy of The London Company Large Cap Strategy’s Q1 2025 investor letter can be downloaded here.