Unconventional Quality. Enduring Value.
An Elevated Investment Approach Built on Downside Protection
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
Committed to Downside Protection
The foundation of our approach is to mitigate downside risk with the goal of long-term outperformance and lower volatility.
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.
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.
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…
Read MoreWill 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…
Read MoreWith 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…
Read MoreGenerationally Focused: How Family Businesses Deliver Long-Term Value
Insights from the CIO Stephen M. Goddard, CFA Founder, Chairman, and Chief Investment Officer Investment…
Read MoreConnect
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