Founded in 1994 by Stephen Goddard, The London Company is majority employee-owned with experienced leadership team including CIO Stephen Goddard (35+ years experience), Mark DeVaul (25+ years), and Samuel Hutchings (15+ years). The firm manages $16.0 billion in discretionary assets as of December 31, 2024, with additional model assets of $17.4 billion. Employee ownership structure with 16 of 45 employees holding equity stakes ensures alignment with client interests. Lincoln Peak Capital partnership supports multi-generational succession planning. Firm has received Best Places to Work recognition for four consecutive years.

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The London Company's Large Cap 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. Targets high-quality, competitively advantaged U.S. large-cap companies exhibiting the key drivers of downside protection: consistently high and improving returns on capital and strong balance sheets. Invests in such companies that are trading at attractive discounts to intrinsic value as determined by proprietary Balance Sheet Optimization valuation process that reduces forecast risk. Invests in 25-35 high conviction positions with a long-term ownership mindset resulting in high active share and low turnover.

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