Investor Summary

Lukasz R. Tomicki founded LRT Capital Management in 2012, bringing a unique background combining technology entrepreneurship and finance expertise. He holds an MBA from Washington University's Olin Business School, a degree from Seton Hall University, and the CFA designation. Prior to establishing LRT Capital, he co-founded and successfully sold LobbyAssist, a technology venture that scaled to cover 50 states in four years before being sold in 2010. He also serves as a Lecturer at the University of Texas at Austin, teaching Portfolio Construction and Risk Management.

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Fund Strategy

LRT Capital employs the 'Economic Moat Strategy,' which focuses on concentrated investments in companies with sustainable competitive advantages, proven management teams, and significant growth potential. The strategy emphasizes three primary sources of perpetual inefficiency and mispricing: moats, management, and long growth runways. The firm employs rigorous bottom-up analysis to identify undervalued securities with strong growth prospects while managing risk through prudent short positions and portfolio construction. The approach combines deep fundamental analysis with proprietary portfolio optimization and risk mitigation tools.

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FUND PERFORMANCE AS OF 30th September 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
18.59% - -0.17%