In this reporting season webinar recording, Lincoln Indicator’s Portfolio Manager, Matthew Swartz, (who manages over $300 million on behalf of our fund investors) and Elio D’Amato our Executive Director provide’s you with a unique insight into how our Fund and Research Teams manage the fund portfolios during reporting season.
They share with you some of the decisions made, the rationale why and most importantly, share with you the benefits of proactive management during reporting season.
Is your portfolio manager taking these vital steps? Watch this webinar to gain insider access exclusive to Fund members.
Elio joined us back in 2003 as an equities analyst. He’s now our Director of Research and Education and heads up the Stock Doctor Research team. Elio 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.
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.