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The London Company SMID Cap's investment thesis on AerCap Holdings N.V. ($AER) — Q2 2025 | Buyside Digest

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$AERNASDAQAerCap Holdings N.V.

BULL

The London Company SMID Cap—AER

Fund Letter

Q2 2025

Published June 30, 2025

View Fund Profile

$147.49USD

+1.4% vs last month

$115.89Pitched

+27.3% since pitch

Market Cap$24.4B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

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 during a risk-on rally. The portfolio maintains...

— Brian Campbell

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