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.Create a free account, or log in to read the full article
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