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The London Company Income Equity's investment thesis on Chubb ($CB) — Q2 2025 | Buyside Digest

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$CBNASDAQChubb

BULL

The London Company Income Equity—CB

Fund Letter

Q2 2025

Published June 30, 2025

View Fund Profile

$352.81USD

+3.3% vs last month

$283.80Pitched

+24.3% since pitch

Market Cap$136.1B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The London Company Income Equity portfolio posted a net return of 4.5% during the second quarter, outperforming the Russell 1000 Value Index's 3.8% return. Sector allocation (underweight...

— Brian Campbell

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