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

The London Company, an investment management company, released “The London Company Mid Cap Strategy” first quarter 2025 investor letter. After two years of robust earnings, US equities entered a correction territory in Q1. The portfolio declined 4.3% (-4.5%, net) during the quarter compared to a 3.4% decrease for the Russell Midcap Index. Sector exposure was a headwind to the strategy’s relative performance in the quarter. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.

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