The London Company Income Equity Vs. Russell 1000 Value Q1 2026 Commentary
The London Company Income Equity portfolio achieved a 4.4% return (4.2% net) in the first quarter of 2026, outperforming the Russell 1000 Index, which declined by 4.2%. Despite broad market weakness, with the Russell 3000 down 4% and the S&P 500 posting its first quarterly loss in a year, the portfolio delivered positive absolute returns. The performance surpassed the firm's downside capture expectations of 75-80%.
- ▪The London Company Income Equity portfolio returned 4.4% gross (4.2% net) in Q1 2026.
- ▪The Russell 1000 Index declined 4.2% during the first quarter of 2026.
- ▪U.S. equities declined broadly, with the Russell 3000 down 4% and the S&P 500 posting its first quarterly drop in a year.
- ▪The Income Equity portfolio exceeded its downside capture target of 75-80% during the market downturn.
Opening excerpt (first ~120 words) tap to expand
{"@context":"https://schema.org","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https://seekingalpha.com/"},{"@type":"ListItem","position":2,"name":"Latest Articles","item":"https://seekingalpha.com/latest-articles"}]}{"@context":"https://schema.org","@type":"NewsArticle","mainEntityOfPage":{"@type":"WebPage","@id":"https://seekingalpha.com/article/4896425-the-london-company-income-equity-vs-russell-1000-value-q1-2026-commentary"},"author":{"@type":"Person","name":"The London Company","url":"https://seekingalpha.com/author/the-london-company"},"publisher":{"@context":"http://schema.org","@type":"Organization","address":{"@type":"PostalAddress","streetAddress":"244 5th Ave","addressLocality":"New…
Excerpt limited to ~120 words for fair-use compliance. The full article is at Seeking Alpha.
Discussion
0 commentsMore from Seeking Alpha
