This changing market is the time to seize investment opportunities for capital growth and/or income stream potential.
Join Matt Swartz, Portfolio Manager, Kien Trinh, Head of Research and Jason Bartolo, Senior Business Development Manager as we give you a unique insight into one of Australia’s leading boutique funds which for the past 5 years has enjoyed stellar returns for both the Lincoln Wholesale Australian Growth Fund (LAGF) and Lincoln Wholesale Australian Income Fund (LAIF) compared to their individual benchmarks.
During the webinar we discussed the key elements currently driving investment outcomes, including:
- Lincoln’s Managed Fund investment strategies and how we select stocks for the income and growth portfolios
- What factors drive stock returns?
- How a Lincoln Managed Fund can complement your investment style and which of our Funds can work best for your circumstances.
Matthew Swartz is the Portfolio Manager in the Managed Investments team. Matthew led the initiative to introduce the new Lincoln Australian Income Fund. Initially working in credit analysis at Dun & Bradstreet, Matthew quickly transitioned to a career in funds management in 2006. Matthew started at Lincoln as an analyst, covering a range of different sectors performing company analysis and investment valuation and modelling. Over the years Matthew has shown a demonstrated ability to analyse companies and manage portfolios, which has led him to his current role as Portfolio Manager. Matthew has a Bachelor of Business (International Business) from RMIT and is currently a candidate in CFA programme, having successfully completed Level 1 exams.
Head of Research
Kien leads the Stock Doctor research team and has extensive experience in the investment field, specifically in quantitative research techniques. He previously worked in the role of Portfolio Manager and Senior Quantitative Analyst at Patersons Securities for over 10 years, and prior to that, at Russell Investment providing portfolio construction and risk management strategies to large scale institutional clients including Telstra Super and UniSuper. With a background in actuarial finance, Kien is responsible for the current Stock Doctor research process, including Lincoln’s acclaimed Financial Health methodology.