Events

Loading Events
  • This event has passed.
- Webinar Recording

Meet the decision makers

November 29, 2017 @ 12:30 pm - 1:30 pm AEDT

  • Presented by:
  • Matthew Swartz
  • Kien Trinh
  • Habib Chebli

Event Navigation

When it comes to managing money, strong discipline and a proven methodology is essential.

That’s why the team at Lincoln Managed Investments would like to share with you their rigorous framework for making decisions, and the strong performance that has yielded for our investors.

Join us for this webinar where you will learn the objectives around both Growth and Income Funds and how we position our portfolios to achieve those objectives.  You will also have the chance to ask questions of the decision makers, a team who manage over $350 million of investors’ money.

During the webinar recording, the team share’s with you:

  • How the team makes buy and sell decisions using our renowned stock selection and rejection process
  • How we positioned the Lincoln Australian Growth Fund to catch the growth wave and maximise the move in the cycle
  • 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 make decisions on their behalf 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.



Habib Chebli Profile

Habib Chebli
Business Development Manager

Habib joined the Lincoln team in May 2012, initially as a Stock Doctor business development manager (BDM) before moving to his current role as BDM for the Lincoln Managed Investments. His broad experience encompasses both direct share investing and also Managed Funds. He also holds an Honours degree in Economics and a Post Graduate Diploma in Applied Finance & Investment. Habib hosts regular information webinars introducing new clients to our heritage, methodology and high conviction approach of the Lincoln Managed Funds.

Date:
November 29, 2017
Time:
12:30 pm - 1:30 pm AEDT
Hover over to see the local time of the session
Presenters
Matthew Swartz
Kien Trinh
Habib Chebli
funds

View recording