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 Large Cap portfolio gained 0.2% net in Q4 2025, trailing the benchmark due to headwinds in its characteristic quality focus. The fund took decisive actions by exiting Fiserv and adding to defensive holdings as it prepares for late-cycle macroeconomic volatility in 2026.
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The London Company Large Cap portfolio gained 0.2% net in Q4 2025, trailing the benchmark due to headwinds in its characteristic quality focus. The fund took decisive actions by exiting Fiserv and adding to defensive holdings as it prepares for late-cycle macroeconomic volatility in 2026.
