Our investment newsletter, the Linde Equity Report has achieved an average annualized return in excess of 20% for over 16 years. It has enjoyed numerous #1 rankings by the Hulbert Financial Digest. This performance is a result of successfully converting a higher risk investment approach into high returns. The Linde Equity Fund, however, prioritizes preservation of capital and earning a reasonable return. It is much safer than the newsletter.
In terms of what return to expect for the Linde Equity Fund, we believe a net 7 to 8 percent annualized return over the long term should be achievable, but is not guaranteed, without taking excessive risk. Our fund could achieve greater than a 10% annualized return through a market cycle if it were to own the kind of big winners, 10 baggers, enjoyed in the past by our clients. However, these types of stocks are rare, and we cannot promise that we will be able to profit from similar winners in the future.