Lincoln Managed Funds: Investing in an age of extremes

Presented by
Matthew Swartz

Matthew Swartz

Senior Portfolio Manager

Arjun Shanker

Arjun Shanker

Business Development Manager - Managed Funds

Dec 9th, 2021
12:30pm - 1:30pm AEDT
Register now

Today’s investment landscape is the product of the social, political, and market extremities that characterise the times in which we live.

But it doesn’t have to be a cause for investor concern.

We invite you to join our upcoming webinar, where you’ll hear directly from Lincoln’s Managed Investments Team about how our Managed Funds can help you navigate the current environment to manage risk and identify growth opportunities.

The webinar will include 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 why it’s more important than ever to adhere to a disciplined investment process.

Lincoln’s investment approach is centred on our proprietary Financial Health model, developed by Dr Merv Lincoln more than 35 years ago, which screens for high quality, financially healthy businesses and helps avoid poor-quality, high-risk investments

Webinar Agenda

  • Today’s investment landscape: a product of the social, political, and market ‘extremities’ that characterise the times in which we live.
  • Overview of Lincoln’s proprietary investment model – including our Financial Health methodology
  • Helping investors navigate ‘the extremes’ to manage risk and identify opportunities for growth
  • Our process for identifying quality businesses and avoiding speculative, poor quality stocks
  • Our Managed Investment Team’s take on the 2021, 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

Dec 9th, 2021
12:30pm - 1:30pm AEDT
Register now
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