We are value investors and we seek opportunities that are available at times when stocks are temporarily priced below their intrinsic values. Because prices tend to return to their true values over the long term, this investment style can produce favorable results for patient investors. In addition to buying stocks at below their intrinsic values, we focus on great businesses. By great businesses we mean companies that are profitable, earn high returns on capital, generate free cash flow and possess competitive advantages over the competitors.
Binglin Li was educated as an Engineer at Shanghai Jiao Tong University and Kent State University. After graduating with his Master's degrees in Pattern Recognition & Intelligence Control and in Computer Science, he worked as a software engineer for AnalytX, Inc. and Arch Insurance Group. Recently he worked as the coordinator for Region 4 Education Service Center. Since 2003, Bing has been an enthusiastic value investor and demonstrated keen business and investment abilities. He has managed family accounts and his own money successfully for the last fourteen years. Following his lifelong passion for investing, in January 2016, Bing founded Linden Rose Investment in order to offer investment advisory services to clients based on his investment philosophy of owning outstanding companies for the long term.
Mr. Peng has 10 years experience with U.S. listed Chinese companies and U.S. public market. From 2013 to 2016, he has served as Chief Financial Officer of Ossen Innovation Co., Ltd., a China-based manufacturing company listed on the Nasdaq exchange. Prior to that, Mr. Peng served as Senior Vice President at MZ Group from 2007 until 2012 where he was responsible for providing consulting services related to US capital market to the Chinese clients. Prior to working at MZ Group, he served in various capacities at Thomson Financial and Citigroup. Mr. Peng has been trained in both Finance and Accounting. He received a Master of Science in Computer Science from the New Jersey Institute of Technology in 2000. He also received a bachelor's degree in Automation Control from Shanghai Jiao Tong University in Shanghai, China in 1995.
Focus on the long term, 10-20 years
Know what you do not know, stay within circle of competence
Big Margin of Safety (manage risk)
Treat clients as partners, grow together with partners
Invest based on deep understanding of the company
Analyze the business, not the market
Long only, no short, no leverage
Focus, prioritize and persevere
Stay hungry, stay foolish
Linden Rose Investment LLC ('LRI') is a Texas and New Jersey registered investment advisor headquartered in Sugar Land, Texas. LRI and its representatives are in compliance with the current filing requirements imposed upon Texas and New Jersey state registered investment advisers. LRI only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. LRI continuously monitors its filing requirements in all states which LRI registered, and will provide individualized services only in accordance with various state regulations.
LRI's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of LRI's web site on the Internet should not be construed by any consumer and/or prospective client as LRI's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by LRI with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of LRI, please contact the state securities law administrators for those states in which LRI has registered. A copy of LRI's current written disclosure statement discussing LRI's business operations, services, and fees is available from LRI upon written request. LRI does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to LRI's web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertake or recommended by LRI), will be profitable or equal any historical performance level(s).
Certain portions of LRI's web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, LRI's (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from LRI, or from any other investment professional. LRI is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.
Each client and prospective client agrees, as a condition precedent to his/her/its access to LRI's web site, to release and hold harmless LRI, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from LRI.