The London Company
The London Company Mid Cap
Mid-cap
Mar 2025 → Dec 2025
Our archive holds 3 letters from this strategy, behind 3 investment theses and positions in 3 companies. Every quote below is copied verbatim from the letter it came from.
3 letters in a year — follow all of The London Company for every strategy.
Its investment theses
- Churchill Downs Inc.Dec 2025Churchill Downs Inc. benefits from highly cash-generative assets, disciplined capital allocation, reinvestment opportunities, and share repurchases supporting long-term value.
- Cooper CompaniesDec 2025Cooper Companies operates high-quality vision and women's health businesses with durable advantages and margin expansion catalysts alongside attractive valuation and activist-driven improvements.
- Avantor, Inc.Sep 2025Avantor, Inc. (AVTR) is a leading provider of mission-critical products and services for the life sciences and biopharma industries, with a resilient business model and strong long-term growth potential despite near-term market challenges.