Portfolio management

Investing in the share market is easier than you may think

Feb 18th, 2021 • 12:30pm - 1:30pm AEDT
Presented by:  Matthew Swartz, Senior Portfolio Manager Arjun Shanker, Business Development Manager - Managed Funds
Gain insight into our portfolio construction and methodology behind our high performing Managed Funds

The secrets behind our investment success and how you can benefit in 2021

Dec 17th, 2020 • 1hr 16mins
Presented by:  Matthew Swartz, Senior Portfolio Manager Arjun Shanker, Business Development Manager - Managed Funds
We’re optimistic our investment approach favouring financially healthy, high-quality stocks will payoff 2021.

Beat the RBA rate cut and boost your retirement saving

Nov 19th, 2020 • 1hr 4mins
Presented by:  Matthew Swartz, Senior Portfolio Manager Arjun Shanker, Business Development Manager - Managed Funds
Low interest rates are great for your mortgage, but are they permanently damaging the returns on your retirement nest egg?

Our 3 Managed Fund solutions for market-leading returns

Oct 15th, 2020 • 1hr 30mins
Presented by:  Tim Lincoln, Co-Founder and Chief Investment Officer Matthew Swartz, Senior Portfolio Manager
Gain insight into our powerful Financial Health stock selection methodology.

Reporting season’s winners and losers

Sep 17th, 2020 • 1hr 17mins
Presented by:  Tim Lincoln, Co-Founder and Chief Investment Officer Matthew Swartz, Senior Portfolio Manager
Who were the winners and losers of reporting season? Plus an update on the Lincoln Managed Funds portfolio strategies.

Lincoln Funds strategy ahead of reporting season

Aug 20th, 2020 • 1hr 7mins
Presented by:  Tim Lincoln, Co-Founder and Chief Investment Officer Matthew Swartz, Senior Portfolio Manager
What’s our investment strategy heading into reporting season?

Recession-proof your portfolio

Jul 27th, 2020 • 1hr 14mins
Presented by:  Tim Lincoln, Co-Founder and Chief Investment Officer Matthew Swartz, Senior Portfolio Manager
In this Lincoln Funds Strategy webinar recording, we lift the bonnet on our investment strategies.

Australia is now in a recession

Jun 23rd, 2020 • 1hr 11mins
Presented by:  Tim Lincoln, Co-Founder and Chief Investment Officer Matthew Swartz, Senior Portfolio Manager
As we say at Lincoln, volatility brings opportunity, and a recession is no different.

COVID-19 impact and opportunities

Apr 8th, 2020 • 1hr 17mins
Presented by:  Matthew Swartz, Senior Portfolio Manager Kien Trinh, Head of Research
The COVID-19 led volatility provides wealth creating opportunities for the disciplined investor.

Lincoln U.S. Growth Funds

Jun 10th, 2020 • 28 minutes
Presented by:  Tim Lincoln, Co-Founder and Chief Investment Officer Matthew Swartz, Senior Portfolio Manager Kien Trinh, Head of Research
We’ve spent 2 years testing and optimising our methodology to construct our U.S. Growth Funds.

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