Q3 2025 Portfolio: Focusing On Resilience, Attractive Valuation And Sound Capital Allocation
Aree Sarak/iStock via Getty Images The following segment was excerpted from The London Company Large Cap Portfolio (Vs. R1000V) Q3 2025 Commentary. The London Company Large Cap portfolio increased 6.3% gross (6.2% net) during the quarter vs. a 8.0% increase in the Russell 1000. Stock selection ...