The London Company Mid Cap Strategy’s Q2 2025 Investor Letter

The London Company, an investment management company, released “The London Company Mid Cap Strategy” second quarter 2025 investor letter. US equities saw a double-digit surge in the second quarter following a sharp decline in the first quarter. The mid-cap composite rose 5.7% (5.5% net) in the second quarter, falling short of the Russell Midcap Index’s 8.5% increase. Please review the fund’s top 5 holdings to gain insight into their key selections for 2025.

A copy of The London Company Mid Cap Strategy’s Q2 2025 investor letter can be downloaded here.