The London Company of Virginia, LLC is an independent, employee-owned investment advisory firm founded in 1994 and headquartered in Richmond, Virginia. The firm specializes in equity portfolio management for pension funds, foundations, corporations, and individual investors, managing between $16-33 billion in assets depending on measurement methodology. The Small Cap strategy was incepted on September 30, 1999, and has demonstrated over 26 years of consistent outperformance against the Russell 2000 Index with superior risk-adjusted returns. The firm has received recognition as one of the Top Workplaces and Best Places to Work in Money Management for four consecutive years through 2025. The company maintains SEC registration with CRD Number 106654 and operates under comprehensive compliance standards including GIPS compliance. The firm offers investment solutions through separately managed accounts, mutual funds, and sub-advisory arrangements for institutional and individual clients.

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The London Company Small Cap strategy focuses on conservative, low-beta small-cap equities with exceptional downside protection characteristics. The investment approach centers on downside protection as the foundation for long-term outperformance, employing a 100% bottom-up methodology to identify quality, sustainable businesses with durable competitive advantages. The firm seeks profitable, financially stable small-cap companies that consistently generate free cash flow, achieve high returns on unleveraged operating capital, trade at significant discounts to intrinsic values, and are managed by shareholder-oriented leadership. A distinctive balance sheet-based valuation method provides tangible margin of safety while limiting forecast risk. The strategy maintains 25-35 high conviction stocks with low turnover, excluding leverage, derivatives, and short positions. The disciplined approach focuses on factual, present-day fundamentals rather than speculative projections, with a systematic sell discipline when fundamentals decline rather than averaging down.

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