Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
The London Company's Large Cap portfolio fell slightly by 0.4% in Q2, underperforming a highly concentrated Russell 1000 index. The manager is maintaining a steady hand with zero trades, relying on its high-quality defensive posture to navigate rising macro risks.
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The London Company's Large Cap portfolio fell slightly by 0.4% in Q2, underperforming a highly concentrated Russell 1000 index. The manager is maintaining a steady hand with zero trades, relying on its high-quality defensive posture to navigate rising macro risks.
