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- Webinar Recording

Meet the team who manage over $350m of client funds

November 2, 2017 @ 12:30 pm - 1:30 pm AEDT

  • Presented by:
  • Matthew Swartz
  • Kien Trinh
  • Elio D’Amato

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Investors should trust those that manage their money.

That’s why, at Lincoln Managed Investments, one of our core values is transparency, and it is why we are available to investors at all times.

Join for the recording of this webinar where you will experience a unique insight into the world of managed funds and meet our experts who manage over $350 million worth of clients’ money.

The team will also share with you:

  • How we select and reject stocks for our income and growth portfolios
  • Lincoln’s historically-proven methodology that determines buy and sell decisions
  • How we leverage ex-dividend dates, in our Income Fund, for an enviable anticipated yield* of 7.5% – 8.0% p.a.
  • Why Lincoln Managed Fund investors trust our business to manage their savings over the long-term

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.



Elio D'Amato Profile

Elio D'Amato
Executive Director

Elio joined us back in 2003 as an equities analyst. He’s now our Executive Director, media commentator and delivers our education workshops for investors, offering a wealth of industry knowledge. Known in the industry for his expertise, he has regular media appearances with ABC TV, ABC Radio, Sky Business Channel, Smart Investor, Australian Financial Review, ASX and more.

Date:
November 2, 2017
Time:
12:30 pm - 1:30 pm AEDT
Hover over to see the local time of the session
Presenters
Matthew Swartz
Kien Trinh
Elio D’Amato
funds

View recording