The markets globally are running strong and our portfolios experienced a robust 2017.
But what now for the year ahead? Can the market keep running? Are we due for a correction? What sectors will see the next upcoming stars this reporting season? Hear the thoughts of the decision makers within the Lincoln Managed Investments Team who will share with you their insights on the opportunities and potential roadblocks ahead.
You will learn the objectives around both our Growth and Income Funds and how they are positioning our clients for any eventuality. You will also have the chance to ask questions of the decision makers; a team who manage approximately $400 million of investors’ money.
The team will also share with you:
- How they make buy and sell decisions using our renowned stock selection and rejection process
- What they think about the long-term opportunities for equity investors
- Why Lincoln Managed Fund investors trust our business to make decisions on their behalf, over the long-term
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.
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.