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The London Company Small-Mid Cap portfolio declined 3.4% during the quarter versus a 2.0% increase in the Russell 2500 Index, as both sector exposure and stock selection were headwinds.

The fund initiated Cooper Companies, a global medical device company benefiting from high customer switching costs and leading positions in faster-growing specialty lenses that have driven above-market growth.

The fund added to its position in CCC Intelligent Solutions Holdings Inc, believing concerns over AI disintermediation are overstated as adoption of AI-enabled products continues to gain traction.

TLC sold Trex Company, Inc.…