The London Company Mid Cap Portfolio: Top 3 Contributors And Detractors
Source: SeekingAlpha
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....
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The London Company Mid Cap Portfolio: Top 3 Contributors And Detractors
Silicon Graphics International Corp
NASDAQ: SGI
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$20,340,052,448
184,026,047
2.65%
220
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Home and Homeware
Consumer Discretionary
US
Lexington
