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The investor letters outline the fund’s top holdings as well as highlight a recent investment or a current holding. If you are an accredited investor and would like to receive access to all our investment letters please join our mailing list.
2019 Letters
2018 Letters
- January Performance Update
- Special Market Comment
- February Performance Update
- March Performance Update
- April Performance Update
- May Performance Update
- June Performance Update
- July Performance Update
- August Performance Update
- September Performance Update
- October Performance Update
- Special Note on Facebook
- November Performance Update
- December Performance Update
“[…] an ideal situation would be to acquire shares in an exceptional but unknown company and hold them long enough to see the government take action against it on antitrust grounds – something akin to owning Microsoft since it went public until the late 1990s.”
– LRT Capital, November 2018 Letter To Investors