The London Company Large Cap Vs. Russell 1000 Value Q1 2025 Commentary

May 27, 2025 3:20 AM ET, , , , , , , , ,
(9min)

Summary

  • The London Company Large Cap portfolio returned 2.4% during the quarter vs. a 2.1% increase in the Russell 1000 Value Index.
  • Relative outperformance was driven by positive stock selection, partially offset by sector exposure headwinds.
  • The Large Cap portfolio outperformed the Russell 1000 Value in Q1 and exceeded our expectations of 85-90% upside capture.

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Market Update

U.S. equities entered correction territory in 1Q25 after notching two robust years of strong gains. Macro risks returned to the forefront of investors’ minds as tariff and austerity uncertainties compounded stubbornly weak economic growth and a return of the

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Founded in 1994, The London Company is a majority employee-owned investment management firm serving institutional, sub-advisory, and wealth clients and their intermediaries around the world. Strategies focus on equity management across all market capitalizations. At the heart of the Firm’s investment principles is a belief that markets are much less efficient at assessing risk than reward. A focus on downside protection is the hallmark of the Firm’s singular and differentiated investment process that relies on facts and not speculation. This disciplined and transparent approach has produced a growing and diversified client base. Note: This account is not managed or monitored by The London Company, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use The London Company's official channels.

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