Category Archives: Contrarian Thoughts

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…

Posted on by Tim O'Donovan

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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Why We’re Here

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March 2012 LindeHansen is dedicated to providing its clients and partners with a transparent investment process using prudent, fundamental investment methodologies designed to grow and preserve capital. We have established this partnership in an attempt to take advantage of the … Continue reading

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Too big not to fail?

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Mid-year 2011 When you are small, you want to be bigger.  In most endeavors being bigger is an advantage, but as those who grow large find, there are also disadvantages.   Just ask the seven foot tall basketball player or the … Continue reading

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Just because you can, doesn’t mean you should…

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August 2011 In August of last year, Federal Reserve Chairman Ben Bernanke made a speech at the annual Federal Reserve Economic Symposium in Jackson Hole, Wyoming where he said, “The (Federal Reserve Open Market Committee) is prepared to provide additional … Continue reading

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Speculative Fervor

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4th Quarter 2010 We are bottom-up investors and focus our research on companies and industries.  We make no point forecasts with regard to interest rates, currencies, economic growth or major stock market indexes.  We search for companies that we believe … Continue reading

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The Weighted Trade

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3rd Quarter 2010 We are bottom-up investors and focus our research on companies and industries.  We make no forecasts with regard to interest rates, currencies, economic growth or major stock market indexes.  We search for companies that we believe are … Continue reading

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