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February 2019

Learn how Lincoln’s Managed Funds outperformed the market in 2018

February 28 @ 12:30 pm - 1:15 pm AEDT
  • Presented by:
  • Matthew Swartz
  • Kien Trinh
  • Habib Chebli

NOW is the ideal time to seize the investment opportunities created by this volatile market to maximise your capital growth and/or income stream potential. During this webinar, you will get a unique insight into the world of managed funds from one of Australia’s leading boutique fund managers who collectively manage approximately $500 million of investors’ money. The webinar will explore: Lincoln’s Managed Fund investment strategy and how we select stocks for income and growth portfolios How a Lincoln Managed Fund…

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November 2018

How we are navigating the current volatility

November 22, 2018 @ 12:30 pm - 1:15 pm AEDT
  • Presented by:
  • Matthew Swartz
  • Kien Trinh
  • Habib Chebli

Now is the time to seize the investment opportunities created through this volatile market, to maximise your capital growth and/or income stream potential. View this webinar recording, where we will give you a unique insight into the world of managed funds and an opportunity to hear firsthand from the experts who manage over $450 million of clients’ money. During this webinar, we explored the following: How we select stocks for our income and growth portfolios Lincoln’s historically-proven Methodology that determines buy and…

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September 2018

August 2018 Reporting season: A Fund Manager’s viewpoint

September 25, 2018 @ 12:30 pm - 1:30 pm AEST

Reporting season has thrown up its usual mix of good and bad results. Proactively acting on developments as they happen is key to managing a successful portfolio over the long-term. During this post-reporting season webinar hosted by Lincoln Indicator's Portfolio Manager, Matthew Swartz (who manages approximately $500 million on behalf of our fund investors) and Kien Trinh our Head of Research they: Reviewed reporting season from a Managed Funds perspective Explained how the Lincoln Funds are positioned post-reporting season Highlighted…

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August 2018

Discover the Fund that’s delivered ~30%^ in 12 months

August 1, 2018 @ 12:30 pm - 1:30 pm AEST
  • Presented by:
  • Matthew Swartz
  • Kien Trinh
  • Habib Chebli

The 12-month return for the Lincoln Australian Growth Fund of 29.97% was the best amongst our peer group in Australia#. It’s testament to our stock selection approach which has been supported by a strong growth cycle which continues today.  So, now is not the time to be out of the market. Of course, you need to know the facts behind the figures (how did we do it?) and the people who make the decisions that matter. Join us for this…

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May 2018

Investors should trust those that manage their money

May 16, 2018 @ 12:30 pm - 1:30 pm AEST
  • Presented by:
  • Matthew Swartz
  • Kien Trinh
  • Habib Chebli

Now is the time to seize the investment opportunities created through this changing market, to maximise your capital growth and/or income stream potential. Register Now for this interactive webinar where we will give you a unique insight into the world of managed funds and an opportunity to hear firsthand from the experts who manage over $400 million of clients’ money. During this webinar, we will explore:- How we select stocks for our income and growth portfolios Lincoln’s historically-proven Methodology that…

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January 2018

What lies ahead for the market in 2018?

January 30, 2018 @ 12:30 pm - 1:30 pm AEDT
  • Presented by:
  • Matthew Swartz
  • Kien Trinh
  • Habib Chebli

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…

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November 2017

Meet the decision makers

November 29, 2017 @ 12:30 pm - 1:30 pm AEDT
  • Presented by:
  • Matthew Swartz
  • Kien Trinh
  • Habib Chebli

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…

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Meet the team who manage over $350m of client funds

November 2, 2017 @ 12:30 pm - 1:30 pm AEDT
  • Presented by:
  • Matthew Swartz
  • Kien Trinh
  • Elio D’Amato

Investors should trust those that manage their money. That’s why, at Lincoln Managed Investments, one of our core values is transparency, and it is why we are available to investors at all times. Join for the recording of this webinar where you will experience a unique insight into the world of managed funds and meet our experts who manage over $350 million worth of clients’ money. The team will also share with you: How we select and reject stocks for…

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September 2017

End Reporting Season update: A Fund Manager’s viewpoint

September 7, 2017 @ 12:30 pm - 1:30 pm AEST
  • Presented by:
  • Matthew Swartz
  • Elio D’Amato

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…

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