The London Company Small Cap Strategy’s Q1 2024 Investor Letter
Insider MonkeyThe London Company, an investment management company, released “The London Company Small Cap Strategy” first quarter 2024 investor letter. In the quarter, the fund gained 8.3% (8.2%, net) compared to a 5.2% increase in the Russell 2000 Index. Stock selection led the portfolio to outperform in the quarter, partially offset by sector exposure. In addition, […]