The London Company Mid Cap Strategy’s Q4 2023 Investor Letter

The London Company, an investment management company, released “The London Company Mid Cap Strategy” fourth quarter 2023 investor letter. Q4 saw a remarkable broadening of market strength, with small and mid-cap companies posting robust increases. In Q4, the fund gained 12.9% (12.8, net) vs a 12.8% gain for the Russell Midcap Index. Positive stock selection boosted the fund’s outperformance in the quarter, partly offset by headwinds from sector exposure. In addition, you can check the top 5 holdings of the fund to know its best picks in 2023.

A copy of The London Company Mid Cap Strategy’s Q4 2023 investor letter can be downloaded here.