Lincoln Managed Funds: A certain investment approach during uncertain times

Presented by
Matthew Swartz

Matthew Swartz

Senior Portfolio Manager

Arjun Shanker

Arjun Shanker

Business Development Manager - Managed Funds

Sep 16th, 2021
1h 5m

In our webinar recording you’ll hear directly from Lincoln’s Managed Investments Team on how our Managed Funds can help you meet your investment goals.

The webinar includes an overview of the Lincoln Australian Growth Fund, the Lincoln Australian Income Fund, and the Lincoln U.S. Growth Funds, outlining the unique investment strategy, recent and historical performance, and the type of investor each Fund is suited to.

Matthew Swartz, Senior Portfolio Manager, and Arjun Shanker, Business Development Manager will also explain the importance of why now, more than ever (in this age of speculative bubbles, excessive amounts of cheap money in the market and appetite for risk taking), is it important to adhere to our disciplined investment process.

Lincoln’s investment approach is centred on our proprietary Financial Health model, developed by Dr Merv Lincoln more than 30 years ago, which screens for high quality, financially healthy businesses and avoids poor quality, high risk investments.

Webinar Agenda

  • The Lincoln Managed Funds and their benefits to you, whatever your investment goals
  • How we identify quality businesses and avoid speculative, poor quality stocks to protect your investment
  • Lincoln’s proprietary investment model explained, including our Financial Health methodology and each of the factors we screen for
  • Our Managed Investment Team’s take on the most recent reporting period and what to expect over the next 12 months
  • Q&A

“ I consider myself a careful Investor however am very confident in the methodology used by Lincoln in the management of the income fund.”
Peter L, Lincoln Lincoln Australian Income Fund investor since since 2013#

“Lincoln Indicators’ fundamental analysis methodology gives me confidence and success in all my investments.”
Jim Kirkhope, Lincoln Managed Fund investor since 2017#

#Testimonials are provided by third parties for information purposes only and are not intended, and should not be taken to be financial product advice.

Presented by
Matthew Swartz

Matthew Swartz

Senior Portfolio Manager

Arjun Shanker

Arjun Shanker

Business Development Manager - Managed Funds

Sep 16th, 2021
1h 5m
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