Reporting season has thrown up its usual mix of good and bad results. Proactively acting on developments as they happen is key to managing a successful portfolio over the long-term.
During this post-reporting season webinar hosted by Lincoln Indicator’s Portfolio Manager, Matthew Swartz (who manages approximately $500 million on behalf of our fund investors) and Kien Trinh our Head of Research they:
- Reviewed reporting season from a Managed Funds perspective
- Explained how the Lincoln Funds are positioned post-reporting season
- Highlighted and discussed the themes which are expected to continue to drive the performance of both Funds
- Discussed the standout performers
This recording is ideal for those who are considering an investment in one of the Lincoln’s Funds, as it provides investors with a unique insight into how our Fund and Research Teams have successfully managed the reporting season; giving confidence that your money will be proactively managed in a market that continues to deliver opportunities.
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.