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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
“An ideal investment is to acquire shares in a little known but extraordinary company and hold them long enough to see the government fine it on antitrust grounds. Letting the miracle of compounding work for you is how big money is made.”
– LRT Capital, November 2018 Letter To Investors