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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....

Read the full article on Seeking Alpha

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The London Company Mid Cap Portfolio: Top 3 Contributors And Detractors
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