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Commentary, Announcements & Thought Leadership

2024 Q3 Quarterly Letter

To clients and friends of The London Company   Flipping the Script: Value & Yield Revival…

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Will the Fed end up taking the elevator or the stairs? Why you should stay up in Quality as rates head down

Insights from the CIO Stephen M. Goddard, CFA Founder, Chairman, and Chief Investment Officer   Investment…

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Generationally Focused: How Family Businesses Deliver Long-Term Value

Insights from the CIO Stephen M. Goddard, CFA Founder, Chairman, and Chief Investment Officer   Investment…

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Mega Cap Dominance & Growing Sequence Risk

Insights from the CIO Stephen M. Goddard, CFA Founder, Chairman, and Chief Investment Officer   Investment…

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QTD Income Equity – 3Q2024 vs R1000

Market Observations & Portfolio Commentary Income Equity – 3Q2024 vs Russell 1000   Market Update  U.S.…

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QTD Income Equity – 3Q2024 vs R1000V

Market Observations & Portfolio Commentary Income Equity – 3Q2024 vs Russell 1000 Value   Market Update…

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QTD SMID Cap – 3Q2024 vs. R2500

Market Observations & Portfolio Commentary SMID Cap – 3Q2024 vs. Russell 2500   Market Update U.S.…

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QTD Mid Cap – 3Q2024 vs. RMC

Market Observations & Portfolio Commentary Mid Cap – 3Q2024 vs. Russell Midcap   Market Update  U.S.…

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QTD Small Cap – 3Q2024 vs. R2000

Market Observations & Portfolio Commentary  Small Cap – 3Q2024 vs. Russell 2000   Market Update  U.S.…

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QTD Large Cap – 3Q2024 vs. R1000

Market Observations & Portfolio Commentary Large Cap – 3Q2024 vs. Russell 1000   Market Update  U.S.…

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QTD Large Cap – 3Q2024 vs. R1000V

Market Observations & Portfolio Commentary Large Cap – 3Q2024 vs. Russell 1000 Value   Market Update …

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QTD International Equity – 2Q2024 vs MSCI EAFE

Market Observations & Portfolio Commentary International Equity – 2Q2024 vs MSCI EAFE   Market Update Global…

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2024 Q2 Quarterly Letter

To clients and friends of The London Company   Chasing Gold Executive Summary Stock returns were…

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Important Disclosures

 

Performance is preliminary and subject to change. Past performance is no guarantee of future results. This report is for informational purposes only. The statements contained herein are solely based upon the opinions of The London Company and the data available at the time of publication of this report, and there is no assurance that any predicted results will actually occur. Information was obtained from third-party sources which we believe to be reliable but are not guaranteed as to their accuracy or completeness. This report contains no recommendations to buy or sell any specific securities and should not be considered investment advice of any kind. An investment in a London Company strategy is subject to risks, including loss of principal. Referenced strategies may not be suitable for all investors. The appropriateness of a certain strategy will depend on individual circumstances and objectives. In making an investment decision, individuals should utilize other information sources and the advice of their investment advisor. All data references are as of June 30, 2024 unless noted otherwise.

 

The London Company of Virginia is a registered investment advisor. More information about the advisor, including its investment strategies, fees and objectives, are fully described in the firm’s Form ADV Part 2, which is available by calling 804.775.0317, or can be found by visiting www.tlcadvisory.com.

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