Quarterly Funds Update

Lincoln Managed Funds
Presented by
Feb 11th, 2021
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After the sharpest market rally in modern history, equity markets finished the December quarter on a high note and have continued their strength into the new year.

Yet the recovery hasn’t been across the board. Amid an aggressive factor rotation from growth/quality to cyclical/value in the Australian market, the best performers in recent months have overwhelmingly been cyclical value stocks. It is particularly true for businesses that suffered significant disruption during the COVID-19 lockdown, such as those leveraged to tourism and travel. However, many of these value stocks are high risk, hiding weak financial health and deteriorating fundamentals, with earnings lagging their share price recoveries.

Value rotations are typical during post-recession recoveries. Over the past decade, these rotations have only been short-lived before a rotation back to quality and growth.

We will explore these themes in our upcoming Quarterly Fund Investor Update. Tim Lincoln, Co-Founder and Chief Investment Officer, Matthew Swartz, Portfolio Manager, and Kien Trinh, Head of Research, will also provide an update on the quarterly performance of our Managed Funds.


  • The current economic environment
  • Lincoln Managed Funds’ performance for the December quarter
  • The market outlook for the coming 12 months
  • The factors that drive our Managed Funds’ long-term outperformance
  • Interactive Q&A

If you have any questions or require assistance registering for the event, please email us or call us.

If you are unable to attend the live webinar recording will be emailed to you.

Presented by
Feb 11th, 2021
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Information in this communication is current as of publication unless otherwise stated. It is provided for educational purposes only and may not reflect current market data or opinion. It should not be relied upon in respect to any current investment decision. Investments can go up and down. Past performance is not a reliable indicator of future performance.

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All financial services are provided by Lincoln Indicators Pty Ltd ABN 23 006 715 573 (Lincoln) as the Corporate Authorised Representative of Lincoln Financial Group Pty Ltd ABN 70 609 751 966, AFSL 483167.