Category Archives: Contrarian Thoughts
A Change of Benchmark
March 23, 2016February, 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
Posted in Contrarian Thoughts | Comments Off on A Change of BenchmarkConcentration on Valuation
June 4, 2014It 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
Posted in Contrarian Thoughts | Comments Off on Concentration on ValuationLumpy, In a Good Way…
June 6, 2013June, 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
Posted in Contrarian Thoughts | Comments Off on Lumpy, In a Good Way…The Frog and the Bond…
December 12, 2012December, 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
Posted in Contrarian Thoughts | Comments Off on The Frog and the Bond…Risk, relatively speaking…
October 4, 2012October, 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
Posted in Contrarian Thoughts | Comments Off on Risk, relatively speaking…Why We’re Here
March 16, 2012March 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
Posted in Contrarian Thoughts | Leave a commentToo big not to fail?
March 15, 2012Mid-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
Posted in Contrarian Thoughts | Comments Off on Too big not to fail?Just because you can, doesn’t mean you should…
March 14, 2012August 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
Posted in Contrarian Thoughts | Comments Off on Just because you can, doesn’t mean you should…Speculative Fervor
March 13, 20124th 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
Posted in Contrarian Thoughts | Comments Off on Speculative FervorThe Weighted Trade
March 11, 20123rd 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
Posted in Contrarian Thoughts | Comments Off on The Weighted Trade