SGI - The London Company Mid Cap Portfolio: Top 3 Contributors And Detractors
2025-10-28 21:30:00 ET
The following segment was excerpted from this fund letter.
The London Company Mid Cap portfolio increased 1.5% gross (1.3% net) during the quarter vs. a 5.3% increase in the Russell Midcap Index. Both stock selection & sector exposure were headwinds to relative performance....
The London Company Mid Cap Portfolio: Top 3 Contributors And Detractors