Lincoln Funds Investment Strategy – June 2020

Webinar
Jun 23rd, 2020 - 12:30pm - 1:30pm • 1hr 11mins Webinar
The information in this article is market commentary only and reflects Lincoln’s views and beliefs at the time of preparation, which are subject to change without notice. To obtain up-to-date information, please contact us.

It’s official. Australia is now in a recession, our first in nearly 30 years.

Whilst this might stir-up memories of inflated interest rates and high unemployment, we feel once our economy starts moving again with the relaxation of lock-down laws, this should be a short-lived period.

What to do in a recession

As we say at Lincoln, volatility brings opportunity and a recession is no different. Market corrections present wonderful buying opportunities. They are also an ideal time to look at your diversification strategy, and with the imminent launch of our Lincoln U.S. Growth Funds, we look forward to sharing details of how you can invest using our trusted quantitative methodology into the U.S. market.

The same trusted methodology that has seen our Lincoln Australian Wholesale Growth Fund deliver the highest annualised performance returns of all 514 funds in the Money Management AMI Equity – Australian sector over a 3 year period, as at 30 May 2020^. This is the second consecutive month we have sat in this position, an achievement we are extremely proud of.

In this webinar recording, we lift the bonnet on our investment strategies, sharing insights and learnings with our Lincoln community, so that you may recession-proof your portfolio.

Agenda:

  • Market outlook
  • How we use our academically proven Financial Health Model to identify stocks that can ride out a recession
  • How we identify factors that drive portfolio returns using our quantitative methodology
  • Diversification with the launch of our Lincoln U.S. Growth Funds
  • The investment strategy of the Lincoln Managed Funds

 

^ Source: Money Management https://investmentcentre.moneymanagement.com.au/factsheets/mi/gq5j/lincoln-australian-growth

Lincoln Indicators
Hosted by

Lincoln Indicators

Jun 23rd, 2020
12:30pm - 1:30pm

Lincoln Indicators
Hosted by

Lincoln Indicators

Jun 23rd, 2020
12:30pm - 1:30pm

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