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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.
“Risks are currently to the upside […] – long term investors
should be buying equities. Our Partnership is doing just that. […] Now is the time to invest.”
– LRT Capital, December 2018
2020 Letters
- January Performance Update
- February Performance Update
- March Performance Update
- Bakkafrost (BAKKA.OL) Report
- April Performance Update
- May Performance Update
- MTU Aero Engines (MTX.DE) Report
- June Performance Update
- July Performance Update
- August Performance Update
- September Performance Update
- October Performance Update
- November Performance Update
2019 Letters
- January Performance Update
- 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
- November Performance Update
- December Performance Update
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
“Auto part retailers are one of the very few places in today’s richly valued market where
investors should be putting new capital to work. You can be sure that we have acted accordingly.”
– LRT Capital, October 2017