L2 Tear Sheet US Large Cap Value Strategy – Q3 2025

Table of contents

When

September 30, 2025

Who

Matthew Malgari
Dr. Sanjeev Bhojraj
Nathan Przybylo

Composite Performance

All data as of 09/30/2025

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Successful investing demands patience and persistence. Minimize downside risk, buy mispriced cash flows and reduce costs.

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