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February 2020

Lincoln US Growth Fund Webinar – 27 February 2020

February 27 @ 12:30 pm - 1:30 pm AEDT

Diversifying your investments through the Lincoln US Growth Fund is the ideal way to spread your risk and increase your opportunities outside of Australia. The US is home to the world’s largest share market with globally recognised companies which have strong governance standards and reporting requirements. We’ve spent two years optimising our quantitative methodology to uncover the ideal portfolio for long-term growth in the US. It uses a multi-factor model and our Financial Health overlay to identify quality US stocks.…

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Lincoln US Growth Fund Webinar – 25 February 2020 – Evening

February 25 @ 6:30 pm - 7:30 pm AEDT

Diversifying your investments through the Lincoln US Growth Fund is the ideal way to spread your risk and increase your opportunities outside of Australia. The US is home to the world’s largest share market with globally recognised companies which have strong governance standards and reporting requirements. We’ve spent two years optimising our quantitative methodology to uncover the ideal portfolio for long-term growth in the US. It uses a multi-factor model and our Financial Health overlay to identify quality US stocks.…

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Seizing opportunities this reporting season with Stock Doctor

February 24 @ 12:30 pm - 1:30 pm AEDT

Making the most of reporting season is essential for those looking to achieve long-term investment success. Armed with the latest fundamentals, there will definitely be opportunities to buy into some great businesses. However, making sense of all the reports as they come through can be time consuming and difficult to manage. Mathew Potts, Business Development Manager and Victor Di Pasquale, Stock Doctor Senior Educator, will showcase how Stock Doctor can help position your portfolio to seize opportunities this reporting season.…

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Lincoln Funds Investment Strategy

February 5 @ 12:30 pm - 1:15 pm AEDT
  • Presented by:
  • Kien Trinh
  • Jason Bartolo
  • Matthew Swartz

Investing in the share market can be a great way to build or maintain long-term wealth, but many investors don’t have the time, or tools, to approach this journey alone. No matter your investment objectives – whether income or growth – Lincoln Managed Funds enables you to access a well-diversified portfolio of financially healthy stocks. Watch this informative webinar where Matthew Swartz, Portfolio Manager, is joined by Kien Trinh, Head of Research, and Jason Bartolo, Senior BDM – Managed Funds…

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January 2020

Prepare for the year and decade ahead with Stock Doctor – your partner in long-term investing success

January 22 @ 1:00 pm - 2:00 pm AEDT

As the new decade unfolds, now’s the time to get the right strategies in place to help your portfolio succeed over the long-term. In this session, Elio D'Amato, Executive Director and Mathew Potts, Business Development Manager, showcased a live demonstration of how Stock Doctor can help position your portfolio for investing success in 2020 and beyond. This includes: Learning how to implement good investing habits for the decade ahead; Establishing a portfolio of high-quality businesses relative to your investment objective…

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December 2019

The Lincoln Funds Investment Strategy

December 10, 2019 @ 12:30 pm - 1:15 pm AEDT
  • Presented by:
  • Kien Trinh
  • Jason Bartolo
  • Matthew Swartz

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…

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Start the New Year with Stock Doctor – your partner in investing success

December 9, 2019 @ 1:00 pm - 2:00 pm AEDT

Whether you've just started your investment journey or you're a seasoned investor with a well-established portfolio, Stock Doctor can help you achieve long-term portfolio success with the research, tools, and support you need to master the share market. In this session, Elio D’Amato, Executive Director and Mathew Potts, Business Development Manager showcased a live demonstration of how Stock Doctor can help position your portfolio for investing success in 2020. This included: Learning how Star Stocks have yielded strong historic returns…

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November 2019

The Lincoln Funds Investment Strategy

November 20, 2019 @ 12:30 pm - 1:15 pm AEDT
  • Presented by:
  • Kien Trinh
  • Jason Bartolo
  • Matthew Swartz

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…

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Experience the value of Stock Doctor

November 18, 2019 @ 1:00 pm - 2:00 pm AEDT

Whether you've just started your investment journey or you're a seasoned investor with a well-established portfolio, Stock Doctor can help you achieve long-term portfolio success with the research, tools, and support you need to master the share market. In this session, Elio D’Amato, Executive Director and Mathew Potts, Business Development Manager will showcase the power of Stock Doctor through a live demonstration. This includes: Learning how Star Stocks have yielded strong historic returns for both growth and/or income-seeking investors over…

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October 2019

Where are the quality bargains right now?

October 16, 2019 @ 1:00 pm - 2:00 pm AEDT

With the recent short term shift of money into value stocks, the subsequent pullback in many quality companies means a buying opportunity has appeared. Join Mat Potts and Elio D'Amato for this webinar recording as they take you through some of the quality businesses representing an opportunity, supported by strong fundamentals and the quality factors that underpin our long-term Star Stock outperformance. Key Topics Our favourite stocks and why we like them How Stock Doctor identifies them for our members.…

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Reporting season: Invest in the opportunities a Managed Fund has to offer

October 9, 2019 @ 12:30 pm - 1:15 pm AEDT
  • Presented by:
  • Matthew Swartz
  • Kien Trinh
  • Jason Bartolo

Reporting season has thrown up its usual mix of good and bad results. This year there was some nervousness as lingering concerns over a sluggish global economy and escalating trade war rhetoric hit sentiment. Pleasingly, despite a tempering of analyst earnings growth expectations our quantitative and active risk assessment has allowed us to avoid a lot of the disasters. View the recording of this EXCLUSIVE post-reporting season webinar where Lincoln Indicator's Portfolio Manager, Matthew Swartz, Kien Trinh our Head of…

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