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- Webinar Recording

The Lincoln Funds Investment Strategy

November 20 @ 12:30 pm - 1:15 pm AEDT

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

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Investing in the share market can be an important factor in building or maintaining long-term wealth, but many investors don’t have the time, or tools, to approach this journey alone.

Whether you need dependable income, or you want to grow your capital base, Lincoln Managed Funds can give you exposure to some of the financially healthiest stocks on the market that suit your investment objectives.

Join us for this informative webinar where Lincoln Indicator’s Portfolio Manager, Matthew Swartz, Kien Trinh our Head of Research and Jason Bartolo, Senior BDM – Managed Funds will give you in-depth insights into our Managed Funds, including:

• Factors driving portfolio returns;
• Lincoln’s investment strategy; and
• Key market themes, including relevant insights from the AGM season.

Learn how our Fund and Analyst team have leveraged Lincoln’s academically proven Financial Health Model and Stock Doctor research platform to successfully manage Australian investors’ funds since 2003, and now have over $650 million under management, at October 30, 2019.

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.

Date:
November 20
Time:
12:30 pm - 1:15 pm AEDT
Hover over to see the local time of the session
Presenters
Kien Trinh
Jason Bartolo
Matthew Swartz
Fund Webinar - What’s driven the long-term success of Lincolns Managed Funds

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