The London Company
The London Company Small Cap
Small-cap
Mar 2025 → Dec 2025
Our archive holds 2 letters from this strategy, behind 4 investment theses and positions in 4 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year — follow all of The London Company for every strategy.
Its investment theses
- Gates Industrial Corporation plcDec 2025Gates Industrial Corporation plc is positioned for strong earnings growth supported by secular tailwinds like electrification and operational improvements despite near-term margin pressure.
- Haemonetics CorporationDec 2025Haemonetics Corporation is improving margins toward long-term targets with buybacks at depressed valuations and underlying business quality supporting the setup.
- CCC Intelligent Solutions Holdings IncDec 2025CCC Intelligent Solutions Holdings Inc is a dominant auto-insurance software platform with network effects, durable organic growth, AI-enhanced offerings, and supportive capital allocation.
- Certara, Inc.Dec 2025Certara, Inc. is a dominant software-enabled drug development company with low capital intensity, strong cash flow, and long-term growth from simulation adoption.