The London Company Large Cap Strategy’s Q3 2025 Investor Letter
The London Company, an investment management company, released its Q3 2025 investor letter for the Large Cap Strategy.
US equities continued their rally in the third quarter, driven by the Fed rate cut, solid corporate earnings, and enthusiasm around AI. The economy retained most of its momentum from the second quarter, despite mixed economic data.
The portfolio returned 6.3% (6.2%, net) during the quarter, compared to an 8.0% gain for the Russell 1000 Index.
A copy of the investor letter can be downloaded to review the fund’s top 5 holdings and best picks for 2025.
No additional quotes available.
Author’s summary: The London Company released its Q3 2025 investor letter.
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