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The London Company
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The London Company Income Equity Strategy Reduced TE Connectivity (TEL) Holdings to Manage AI and Data Center Exposure
The London Company's Income Equity Strategy, as disclosed in its Q2 2026 investor letter, reduced its position in TE Connectivity Ltd. (NYSE:TEL). This move was made to manage concentrated exposure to
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Chevron (CVX) declined in Q2 2026 as oil prices retreated, according to The London Company's investor letter
The London Company's Q2 2026 investor letter noted that while commodity prices remain outside management's control, the firm appreciates Chevron's disciplined capital allocation, operational efficienc
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The London Company Q2 Letter: Cisco (CSCO) Benefits from Increased AI Infrastructure Orders, Stock Up 69.11% Over Past 52 Weeks
Investment management firm The London Company noted in its Q2 2026 investor letter that Cisco Systems, Inc.'s stock price appreciation was driven by accelerating AI infrastructure demand and momentum
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The London Company Income Equity Strategy Reduced TE Connectivity (TEL) Holdings to Manage AI and Data Center Exposure
The London Company's Income Equity Strategy, as disclosed in its Q2 2026 investor letter, reduced its position in TE Connectivity Ltd. (NYSE:TEL). This move was made to manage concentrated exposure to
-
Chevron (CVX) declined in Q2 2026 as oil prices retreated, according to The London Company's investor letter
The London Company's Q2 2026 investor letter noted that while commodity prices remain outside management's control, the firm appreciates Chevron's disciplined capital allocation, operational efficienc
-
The London Company Q2 Letter: Cisco (CSCO) Benefits from Increased AI Infrastructure Orders, Stock Up 69.11% Over Past 52 Weeks
Investment management firm The London Company noted in its Q2 2026 investor letter that Cisco Systems, Inc.'s stock price appreciation was driven by accelerating AI infrastructure demand and momentum
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The London Company
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