The London Company Large Cap Vs. Russell 1000 Q1 2026 Commentary
2026-05-12·via All Articles on Seeking Alpha
Summary
The London Company Large Cap portfolio returned 2.6% (2.4% net) during the quarter vs. a 4.2% decrease in the Russell 1000 Index.
U.S. equities were mostly lower in the first quarter of 2026. The Russell 3000 declined 4%, and the S&P 500 posted its first quarterly decline in a year.
Early cyclical broadening gave way to a narrow, commodity-driven market that benefited energy, agriculture, and hard-asset industries.
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Market Update
U.S. equities were mostly lower in the first quarter of 2026. The Russell 3000 declined 4%, and the S&P 500 posted its first quarterly decline in a year. The year began on a constructive note as declining
