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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
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
“We believe most consumer staples companies […] decline […] 50-75% from […] today. “
– LRT Capital, December 2017