Investor Summary

The London Company of Virginia, LLC is a majority employee-owned, independent investment management firm founded in 1994, providing equity portfolio management services to pension funds, profit-sharing plans, foundations, corporations, investment companies, and individual investors. The firm has grown to manage $16.0 billion in assets under management as of March 2025, serving 7,024 client accounts with a team of 51 employees. For four consecutive years, the company has been recognized among the best places to work in money management, earning top workplace honors and industry recognition for their institutional culture and investment performance.

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Fund Strategy

The foundation of their approach is to mitigate downside risk with the goal of long-term outperformance and lower volatility. Rather than trying to predict the future, they form their investment thesis based on what is true today, using their Balance Sheet Optimization approach to valuation. They invest in a select number of high-quality companies through the lens of a business owner, as if they were buying the entire company to hold indefinitely. The Small-Mid strategy seeks to generate meaningful excess returns vs the benchmark at lower levels of volatility over full market cycles, utilizing a highly differentiated investment approach focused on downside protection.

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FUND PERFORMANCE AS OF 31st December 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
12.3% 2.0% -1.6%
2025
-4.8%