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The London Company Income Equity Q1 2026: Winners, Laggards And Key Trades
2026-04-30 · via All Articles on Seeking Alpha

Summary

  • The London Company Income Equity portfolio returned 4.4% (4.2% net) during the quarter vs. a 4.2% decrease in the Russell 1000 Index.
  • GLW continues to outperform, driven by strong demand in Optical Communications, particularly for GenAI-related products.
  • NTDOY was pressured this quarter by rising memory chip prices, a key input of its hardware, and concerns around increased competition in gaming from AI.
  • QSR earns steady royalty and fee income from thousands of franchise locations worldwide, producing naturally high profit margins and strong, predictable cash flow.

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