Quarterly Funds Update

Lincoln Managed Funds
Presented by
Tim Lincoln

Tim Lincoln

Co-Founder and
Chief Investment Officer

Matthew Swartz

Matthew Swartz

Senior Portfolio Manager

Kien Trinh

Kien Trinh

Head of Research

Feb 11th, 2021
12.30pm - 1.30pm
Register Now

With 2020 now behind us, the economic recovery well underway, and vaccine distribution picking up pace, we look to the year ahead with optimism. The volatility of the past year, along with the markets’ preference for value stocks, provided real opportunity for us to boost our Managed Funds’ positions in quality, fundamentally healthy companies. As a recovery in company earnings continues, we are confident that markets will eventually normalise back to quality.

In our upcoming Quarterly Funds Update, Tim Lincoln, Co-Founder and Chief Investment Officer, Matthew Swartz, Portfolio Manager, and Kien Trinh, Head of Research, will discuss the investment strategy behind our Managed Funds — the Lincoln Australian Income Funds, Lincoln Australian Growth Funds, and Lincoln U.S. Growth Funds.

We will provide an update on our quarter end performance and explain how our Financial Health Model and quantitative methodology has seen our Managed Funds significantly outperform the market over many years, and why we expect them to continue to do so.

In this webinar we discuss:

  • Lincoln Managed Fund performance for the past quarter
  • The current economic environment
  • The factors that drive our Managed Funds’ long-term outperformance
  • The market outlook for the coming 12 months
  • 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
Tim Lincoln

Tim Lincoln

Co-Founder and
Chief Investment Officer

Matthew Swartz

Matthew Swartz

Senior Portfolio Manager

Kien Trinh

Kien Trinh

Head of Research

Feb 11th, 2021
12.30pm - 1.30pm
Register Now
The information in this communication 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.

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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.