Investing in the age of speculative bubbles (Investing in quality in a speculative climate)

Lincoln Managed Funds
Presented by
Matthew Swartz

Matthew Swartz

Senior Portfolio Manager

Arjun Shanker

Arjun Shanker

Business Development Manager - Managed Funds

May 20th, 2021
1h 2m

As the economic recovery continues to exceed expectations, many investors are looking at how they can capitalise on this unique investment environment and where to find the next growth and income opportunities.

The ongoing economic recovery makes for a great time for share market investors ­­to establish a long-term position in a portfolio of high-quality stocks.

However, it remains as important as ever to not get caught up in the current excessive speculation as investors chase stocks in sectors heavily disrupted by the pandemic, many displaying poor financial health.

At Lincoln, we refuse to chase poor quality stocks and have avoided adding speculative, financially unhealthy businesses to our Managed Funds. Our investment process is centred on Lincoln’s proprietary Financial Health model that screens for high quality, financially healthy businesses and protects on the downside.

Developed by Dr Merv Lincoln in the 1980s, this investment methodology has a track record of outperformance spanning decades.

In our Managed Funds webinar, Matthew Swartz, Senior Portfolio Manager, and Arjun Shanker, Business Development Manager, share the investment methodology behind our high performing Lincoln Managed Funds and explain how we are managing the Funds in the current environment.

Agenda

  • The methodology behind the Lincoln Managed Funds
  • Our Managed Funds’ performance
  • The importance of a company’s Financial Health when investing
  • Economic and market outlook
  • Q&A
Presented by
Matthew Swartz

Matthew Swartz

Senior Portfolio Manager

Arjun Shanker

Arjun Shanker

Business Development Manager - Managed Funds

May 20th, 2021
1h 2m
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