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- Webinar Recording

Investment insights from a 5 star performing fund

May 26 @ 12:30 pm - 1:15 pm AEST

  • Presented by:
  • Matthew Swartz
  • Kien Trinh

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As markets and investors continue to grapple with the COVID-19 economic fallout, the strategies that underpin our Lincoln Australian Growth Fund and Lincoln Australian Income Fund have seen our performance sit well above the industry benchmark over this volatile period.

Performing in rising and falling markets is not luck. It takes foresight, discipline, and tactical disposal and acquisition of assets to reap the benefits that the share market can bring to investors.

With our Lincoln Wholesale Australian Growth Fund, sitting number 1 of 519 funds in the Money Management AMI Equity – Australian Sector, based on 3 year annualised performance, this is your opportunity to hear first-hand how Lincoln Indicators did it.

In this Lincoln Funds’ Investment Strategy webinar, we lift the bonnet on our investment strategies, sharing insights and learnings with our Lincoln community, so that you too can capitalise on the buying opportunity that volatility can bring.

Agenda:

  • Market outlook
  • How we use our academically proven Financial Health Model to identify stocks that can ride out a recession
  • How we identify factors that drive portfolio returns using our quantitative methodology
  • Searching for income opportunities available in the current market
  • The investment strategy of the Lincoln Managed Funds
Date:
May 26
Time:
12:30 pm - 1:15 pm AEST
Hover over to see the local time of the session
Presenters
Matthew Swartz
Kien Trinh

View Recording