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Investor Letters

The London Company Releases Q3 Investor Letters, Reports Mixed Performance and Key Portfolio Changes

The letters emphasize security-level drivers with selective repositioning.

Vulcan Reopens Fiserv and Exits CBRE as Aristotle Reviews Corteva Split and Highlights Wells Fargo Turning Point

Artisan Mid Cap Fund Tops Benchmark in Q3, Shifts Toward Defense and Industrials

Macquarie Large Cap Growth Fund Trails Benchmark as Tesla Omission Weighs on Q3