The London Company Mid Cap Portfolio Q4 2025: Who Moved The Needle
Source: SeekingAlpha
2026-02-15 19:45:00 ET
The following segment was excerpted from this fund letter.
The London Company Mid Cap portfolio returned 3.2% (3.0% net) during the quarter vs. a 0.2% increase in the Russell Midcap Index. Both stock selection and sector exposure were tailwinds to relative performance....
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The London Company Mid Cap Portfolio Q4 2025: Who Moved The Needle
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