REIT - LRT Capital Management March 2022 Investor Update

• LRT Capital is a fundamental investment hedge fund. We invest only in companies with durable competitive advantages, i.e. “moats.”.
• LRT Economic Moat strategy had a very strong month, and we are very optimistic about the year ahead.
• Many of our portfolio companies are well below their all time highs all the while their business performance continues to be very strong.
• Uncertainty or not, history teaches us that fundamentally strong companies with resilient business modelscan adapt and perform well over time, despite the inevitable churns of the business cycle.

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