The London Company, an investment management company, released “The London Company Small Cap Strategy” first quarter 2024 investor letter. A copy of the letter can be downloaded here. In the quarter, the fund gained 8.3% (8.2%, net) compared to a 5.2% increase in the Russell 2000 Index. Stock selection led the portfolio to outperform in the quarter, partially offset by sector exposure. In addition, you can check the top 5 holdings of the fund to know its best picks in 2024.
The London...
