Author Archives: Tim O'Donovan

A Change of Benchmark

Posted on by Tim O'Donovan

February, 2019 Our primary investment objective for the Linde Hansen Contrarian Value Fund is clear: we want to achieve long term growth of capital, with income as a secondary objective.  Regardless of our quest for absolute return, our regulator – … Continue reading

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Concentration on Valuation

Posted on by Tim O'Donovan

It doesn’t take long these days, even for the most casual observer of financial press, to hear fears of the stock market becoming overvalued.  Those sounding the alarm would cite a number of factors such as historically high P/E ratios (i) for … Continue reading

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Lumpy, In a Good Way…

Posted on by Tim O'Donovan

June, 2013 Framing expectations is essential to life.  Strong relationships are built upon a foundation of understanding what to expect from the other party.  Whether business related or personal, this holds true as negative surprises are unwanted.   While we spend … Continue reading

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The Frog and the Bond…

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December, 2012 There is a metaphor that if a frog is put into a pot of boiling water, it will quickly realize its peril and frantically jump out.  But (the metaphor continues) if the amphibian is gently placed in a … Continue reading

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Risk, relatively speaking…

Posted on by Tim O'Donovan

October, 2012 It is doubtful that there is an investment manager in the business today who hasn’t been thoroughly interrogated about their risk control processes.  In meetings with clients and consultants, money managers are regularly put through their paces on how … Continue reading

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