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- Webinar Recording

Reporting season: Invest in the opportunities a Managed Fund has to offer

October 9, 2019 @ 12:30 pm - 1:15 pm AEDT

  • Presented by:
  • Matthew Swartz
  • Kien Trinh
  • Jason Bartolo

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Reporting season has thrown up its usual mix of good and bad results. This year there was some nervousness as lingering concerns over a sluggish global economy and escalating trade war rhetoric hit sentiment. Pleasingly, despite a tempering of analyst earnings growth expectations our quantitative and active risk assessment has allowed us to avoid a lot of the disasters.

View the recording of this EXCLUSIVE post-reporting season webinar where Lincoln Indicator’s Portfolio Manager, Matthew Swartz, Kien Trinh our Head of Research and Jason Bartolo, BDM – Managed Funds will:

• Highlight the key themes in the market
• Identify the factors that drive portfolio returns
• Explain the Funds investment strategy and risk management techniques

If you don’t have the nerve or guile to navigate these markets yourself, this webinar is Ideal for those considering an investment in an active Managed Fund. This webinar will provide 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.

Webinar Presenters…

Matthew Swartz Profile

Matthew Swartz
Portfolio Manager

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.

Kien Trinh Profile

Kien Trinh
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.

October 9, 2019
12:30 pm - 1:15 pm AEDT
Hover over to see the local time of the session
Matthew Swartz
Kien Trinh
Jason Bartolo
reporting season