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Tim Lincoln, Co-Founder and Chief Investment Officer, and Matt Swartz, Senior Portfolio Manager, will join the conversation once a month to share their passion and strategy for Lincoln Indicator’s Managed Funds, as well as their insights for investors.
In this edition of Taking Stock, Head of Research Kien Trinh and Senior Portfolio Manager Matthew Swartz, comment on the strong US reporting season and warn about the risks of investing in financially unhealthy businesses.
Companies covered this week include Brambles (BXB), Codan (CDA), Infomedia (IFM), MA Financial Group (MAF), MyState (MYS) and Aristocrat Leisure (ALL).
To conclude, the pair explore strategies that investors may wish to adopt when constructing a portfolio from Lincoln’s Star Stock universe.
We hope you enjoy and find the video useful.
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To discuss the future of your investments in detail, book in a free consultation with a Lincoln representative.
To discuss the future of your investments in detail, book in a free consultation with a Lincoln financial expert.