The London Company Small-Mid Cap portfolio returned 1.9% during the quarter vs. a 0.6% increase in the Russell 2500 Index. We continue to believe that Quality factors will add value over full cycles.
The London Company Small-Mid Cap portfolio returned 7.4% year-to-date vs. a 12.0% increase in the Russell 2500 Index. Our SMID portfolio produced solid absolute returns, but it trailed its ...
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