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

The London Company, an investment management company, released “The London Company SMID Cap Strategy” fourth quarter 2023 investor letter. In the fourth quarter, the fund increased 15.2% (15% net) compared to a 13.4% gain for the Russell 2500 Index. The outperformance was due to both stock selection and sector exposure. The portfolio generated a solid relative and absolute performance in the fourth quarter. 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 SMID Cap Strategy’s Q4 2023 investor letter can be downloaded here.