Co-Founder and
Managing Director
Senior Portfolio Manager
The hotly anticipated August reporting season has given us a glimpse of how companies have performed in the midst of an economic contraction. Approximately 79% of companies have met or beaten market expectations thanks to government support packages and central banks keeping interest rates low.
Reassuringly, our Australian Funds have held up well, with 81% of our underlying investments meeting or beating expectations – a reassuring testament to our approach by investing in high quality, financially healthy companies that can weather this challenging COVID-19-induced economic climate. Fortunately, we’ve been able to avoid companies that have experienced a significant deterioration in financial health including Qantas Airways (QAN), Webjet (WEB), Star Entertainment Group (SGR) and AMP Limited (AMP).
In this webinar recording, Co-Founder and Chief Investment Officer, Tim Lincoln and Senior Portfolio Manager, Matthew Swartz discuss the winners and losers from this reporting season and provide an update on the portfolio strategy with our Lincoln Australian and U.S. Managed Funds.
Agenda
Co-Founder and
Managing Director
Senior Portfolio Manager
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.