The London Company Large Cap Strategy’s Q3 2025 Investor Letter
The London Company, an investment management company, released its Q3 2025 investor letter for The London Company Large Cap Strategy.
US equities continued their rally in the third quarter, driven by the Fed rate cut, solid corporate earnings, and enthusiasm around AI. The economy retained most of its momentum from the second quarter, despite mixed economic data.
The portfolio returned 6.3% (6.2%, net) during the quarter, compared to an 8.0% gain for the Russell 1000 Index. The fund’s top 5 holdings can be reviewed to determine its best picks for 2025.
A copy of The London Company Large Cap Strategy’s Q3 2025 investor letter can be downloaded here.
Author’s summary: The London Company Large Cap Strategy’s Q3 2025 investor letter is released.
More News
- Inside Selling Sunset Star Bre Tiesi's Lawsuit
- Annual St Albans Christmas Cracker confirms 2025 date
- All proceedings to be moved out of Pikeville federal courthouse - Mountain Top Media
- Defense attorney objects to any further delay in Amber Spradlin trial - Mountain Top Media
- REVEALED: What the report into ‘bully’ Neil Foden’s offending has found
- What’s up with… Deutsche Telekom, Telefónica, Orange
- Congolese NGOs Pursue Action Against US Company Awarded Lake Kivu Methane Concession
- Slavia Prague v Arsenal: Confirmed line-ups as Arteta makes four changes
- Ninjas in Pyjamas - BLAST R6 Major Munich preview: First BLAST R6 Major for the ninjas since Atlanta
- Dick Cheney, powerful and controversial vice president, leaves behind complicated legacy