The London Company, an investment management company, released “The London Company Small Cap Strategy” third-quarter 2025 investor letter. US equities continued their rally in the third quarter, driven by the Fed rate cut, solid corporate earnings, and enthusiasm around AI. The small-cap portfolio appreciated 1.9% (1.6% net) in the third quarter, compared to the Russell 2000 Index’s 12.4% gain. Please review the fund’s top 5 holdings to gain insight into their key selections for 2025.
A copy of The London Company Small Cap Strategy’s Q3 2025 investor letter can be downloaded here.Create a free account, or log in to read the full article
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