The London Company is a proven institutional investor committed to generating long-term value through a focused, bottom-up strategy driven by downside protection. They actively seek high-conviction holdings to build meaningfully differentiated portfolios.
The London Company’s diversified portfolio of quality companies which pay sustainable, growing dividends. Investors have the opportunity to participate in market gains with some protection if market fundamentals deteriorate. Combining strong capital flexibility and growing dividends can help mitigate inflationary pressures and the potential impact of higher interest rates.
They believe a dedicated approach to downside protection will become increasingly important over the next decade, with dividends and risk management as key considerations for long-term investors.
Learn more about The London Company and read their latest thoughts on market conditions in their materials below.