“You cannot take the same actions as everyone else and expect to outperform.”
– Howard Marks
LRT Capital digs deep; doing primary source research to find undiscovered value and unexploited opportunities. We didn’t set out to be contrarian, but frenzied markets dominated by short-term, technical traders, and index investors has created a niche for our style of deliberate fundamentally-driven analysis.
LRT Capital is a long-biased, concentrated hedge fund based in Austin, TX. The firm was founded by Lukasz R. Tomicki. LRT has been managing a portfolio of public equities since 2006. After graduating from the Olin Business School in 2012, LRT operated as a private investment vehicle for Mr. Tomicki and his family. The fund opened its doors too outside investors in the third quarter of 2017.
Lukasz is an experienced entrepreneur. He cofounded and sold a technology company that grew to over 50 employees and $20M in revenue. He also worked in the political consulting industry where he worked with lobbyists, campaign managers and outside groups on structural reforms including improving public education, tax reform and economic growth policies. How many fund managers have such experiences to draw on?
This combination of operating experience and traditional security analysis drives investment decisions at LRT Capital where we invest as though it were our own money – because it is.