Speculative Fervor
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...
View ArticleLinde Hansen Contrarian Value Fund
Launched by Former Lord Abbett Partners FLORHAM PARK, NJ – The Linde Hansen Contrarian Value Fund (Class A shares: LHVAX, and Class I shares: LHVIX) has been launched. Its investment objective is to...
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Our disciplined contrarian value strategy may not meet its investment objective and you could lose money by investing in the Fund. Our concentration in U.S. equities has the risk that changes in the...
View ArticleJust because you can, doesn’t mean you should…
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...
View ArticleToo big not to fail?
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...
View ArticleWhy We’re Here
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...
View ArticleRisk, relatively speaking…
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...
View ArticleThe Frog and the Bond…
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...
View ArticleLumpy, In a Good Way…
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...
View ArticleConcentration on Valuation
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...
View ArticleInvesting in a Contrarian Style
“Put all your eggs into one basket and then watch that basket, do not scatter your shot.” — Andrew Carnegie Investing in a contrarian style is more thoughtful than reactive. Consensus opinions are...
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