The London Company Small Cap Strategy’s Q1 2024 Investor Letter

The London Company, an investment management company, released “The London Company Small Cap Strategy” first quarter 2024 investor letter. 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.

A copy of The London Company Small Cap Strategy’s Q1 2024 investor letter can be downloaded here.