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Unconventional Quality. Enduring Value.

An Elevated Investment Approach Built on Downside Protection

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The London Company

We are proven institutional investors committed to generating long-term value through a focused, bottom-up strategy driven by downside protection. We actively seek high conviction holdings to build meaningfully differentiated portfolios.

What Sets Us Apart

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Committed to Downside Protection

The foundation of our approach is to mitigate downside risk with the goal of long-term outperformance and lower volatility.

optimization

Focused on Facts to Reduce Speculation

Rather than trying to predict the future, we form our investment thesis based on what is true today, using our Balance Sheet Optimization approach to valuation.

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Long-Term Oriented Investors

We invest in a select number of high-quality companies through the lens of a business owner, as if we were buying the entire company to hold indefinitely.

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Singular Process

Investing across the capitalization spectrum allows us to view companies over an extended life-cycle—from small to mid to large—and reinforces our long-term horizon.

Our Strategies

The London Company invests across all market capitalizations, offering U.S equity portfolios through separately managed accounts, mutual funds and select channels

Viewpoints

Our Latest 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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With AI Stocks Sizzling, Quality Down Cap May Offer Relief from the Heat

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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Connect

Get in touch with us to get started on your journey.

The London Company of Virginia, LLC
1800 Bayberry Court, Suite 301
Richmond, VA 23226

Tel: 804.775.0317

info@tlcadvisory.com

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