Most investor’s first question is “What return can I get with Lindisfarne’s investment approach?” We believe that the most important factor in investing is to ask “What is the risk that we are taking?” Then, we look for the amount of return that is available under the current market conditions that is consistent with that risk level.
Lindisfarne maintains that shifting market conditions will always move the available return levels around, much like a gentle rolling sea changes to the threatening waves of a tropical storm. But, by paying attention to the weather signs, there are appropriate times to seek the shelter of a safe harbor.
And as recent market conditions have shown, shipwrecks are all too common among those who don’t pay attention to changes in the weather.
We maintain that preserving your capital to sail again on another day is the hallmark of an investment manager that puts your best interests first.