- 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.
For further details see:
LRT Capital Management March 2022 Investor Update