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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
The London Company's SMID Cap portfolio declined 0.8% net in Q2 2025 versus an 8.6% gain for the Russell 2500 Index, underperforming due to exposure to Lower Volatility and Quality factors that became headwinds during the risk-on rally. The portfolio maintains...
— The London Company of Virginia, LLC
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Other investors who've written on Armstrong World Industries, Inc.
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