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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.

“[…] 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