LRT Capital Management released its third-quarter 2025 investor letter for the “LRT Global Opportunities Strategy,” showcasing a systematic long/short approach. September saw a -8.00% return, with a YTD return of -0.17%. The strategy faced challenges as select mega-cap stocks surged while others declined. Check the fund’s top five holdings for insights.

In the investor letter, LRT Global Opportunities Strategy highlighted Chemed Corporation (NYSE:CHE), a company offering hospice care and maintenance services. Chemed Corporation saw a one-month return of 5.91% and a 25.88% decrease in its shares over the last 52 weeks. As of October 6, 2025, Chemed Corporation stock closed at $435.38 per share.

LRT Global Opportunities Strategy praised Chemed Corporation in its investor letter, noting the company’s unique and successful structure. Chemed operates VITAS Healthcare, the largest end-of-life hospice care provider, and Roto-Rooter, a leading plumbing and drain cleaning service in North America. The company’s approach to operational excellence and capital allocation has created a resilient and compounding enterprise.

Read more at Yahoo Finance: Here’s How Chemed Corp. (CHE) Building Long-Term Shareholder Value