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Linde Hansen Contrarian Value Fund Class I Shares (LHVIX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital, with income as a secondary objective. The fund's advisor uses its disciplined, contrarian value strategy to invest in equities, traded on U.S. based exchanges; building concentrated, long-only portfolios. Its advisor does not buy any securities on exchanges located outside of the United States. The fund's advisor will not sell common stock short nor will it use derivatives as part of its strategy.


1 month-1.80% 3 years+3.14%
3 months-2.92% 5 years+7.86%
1 year+7.58% Since inception+8.70%
Data through --

Peer Comparisonvs. Mid-cap blend

Performance 5-yr return+7.86%+13.32%
Expense ratio1.52%1.13%
Risk 5 year sharpe ratio0.841.02
Net assets$46.9M$2.0B
Average market cap$8.0B$7.3B
Average P/E19.921.2
Portfolio turnover9%9%

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Fund Management and Purchase Info

Fund familyLinde Hansen
Fund manager & tenureEdward von der Linde / 5 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--


U.S. stock77.12%
International stock5.14%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
CAL Caleres Inc4.78%
EOG EOG Resources Inc4.37%
CFG Citizens Financial Group Inc4.32%
MDR McDermott International Inc4.29%
KN Knowles Corp4.05%
CCL Carnival Corp4.04%
CHMT Chemtura Corp3.69%
CDNS Cadence Design Systems Inc3.63%
RGS Regis Corp3.61%
CELG Celgene3.60%