“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
2019 Letters
2018 Letters
“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