Last updated on March 10, 2020
With Lukasz Tomicki of LRT Capital
Lukasz Tomicki of LRT Capital Management joins the podcast to discuss his investing strategy and ideas for 2020.
Contents: The case for Russian natural gas companies (3:05) and healthcare stocks (5:28). What’s to like about UnitedHealth (9:24). Background on Tomicki (13:48). Handicapping the 2020 US presidential election (20:50). The outlook for growth in the US (23:01).
Austin, Tex.-based LRT Capital is a long-biased, concentrated equity fund started by Tomicki in 2012. For more on LRT Capital, visit the firm’s website.