The London Company, an investment management company, released “The London Company Small Cap Strategy” second quarter 2025 investor letter. Following a significant downturn in the first quarter, U.S. equities saw a double-digit rise in the second quarter. The small-cap portfolio appreciated 2.7% (2.4% net) in the second quarter, lagging behind the Russell 2000 Index’s 8.5% gain. Sector allocation contributed to the relative performance, while stock selection was a headwind. Please review the fund's top 5 holdings to gain insight into their key selections for 2025.
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