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Enovis Corporation (ENOV) Outperformed on Improving Market Conditions

The London Company, an investment management company, released “The London Company Small Cap Strategy” second quarter 2023 investor letter. A copy of the same can be downloaded here.

Banking Stress Dragged Atlantic Union Bankshares Corporation (AUB) in Q2

The London Company, an investment management company, released “The London Company Small Cap Strategy” second quarter 2023 investor letter. A copy of the same can be downloaded here.

Is Casella Waste Systems (CWST) a Stable Business to Invest in?

The London Company, an investment management company, released “The London Company Small Cap Strategy” second quarter 2023 investor letter. A copy of the same can be downloaded here.

Is Enovis Corporation (ENOV) a Multibagger Stock?

Bernzott Capital Advisors, an investment management firm, published its “US Small Cap Value Fund” second-quarter 2023 investor letter, a copy of which can be downloaded here. In the second quarter, the portfolio gained +1.7% (net) lagging behind R2000V’s +3.2% gain and R2500V’s +4.4% increase. In the quarter, quality factors were under pressure. In addition, please check […]

Should You Hold Murphy USA (MUSA) for the Long-Term?

The London Company, an investment management company, released “The London Company Small Cap Strategy” first quarter 2023 investor letter. A copy of the same can be downloaded here.

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