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 SMID Cap portfolio returned 2.0% net in Q4 2025, matching its benchmark. No trades were made as the manager maintains a highly cautious, quality-focused posture ahead of late-cycle macro headwinds in 2026.
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The London Company SMID Cap portfolio returned 2.0% net in Q4 2025, matching its benchmark. No trades were made as the manager maintains a highly cautious, quality-focused posture ahead of late-cycle macro headwinds in 2026.
