Matson was the top performer as container shipping rates strengthened amid supply chain disruptions and management executed on operational efficiency initiatives.
Revolve Group sold off as the online fashion retailer faced softer consumer demand and lower discretionary spending.
We added to Haemonetics Corporation following recent share price volatility.
We exited Certara following several quarters of slower-than-expected growth in the Software segment, which is the core driver of our long-term thesis.
The London Company Small Cap portfolio decreased 1.8% (-2.0% net) during the quarter vs. a 0.9% increase in the Russell 2000 Index. Both sector exposure
