Recording: The importance of fundamental investing in uncertain times

Presented by
Matthew Swartz

Matthew Swartz

Senior Portfolio Manager

Kien Trinh

Kien Trinh

Head of Research

Jun 21st, 2022

Equity markets around the globe have experienced a significant pullback in 2022 as investors grapple with an environment of multiple-decade high inflation, rising interest rates and tightening financial conditions. The market sell-off has been largely indiscriminate, where fundamentals have temporarily given way to panic. Rest assured, the team at Lincoln have navigated through similar territory in the past and believes there are many high-quality investment opportunities in the market today, trading at very attractive prices.

The new market environment will be challenging for investors to navigate, and we think it’s now more important than ever to employ an investment strategy that focuses on companies that exercise financial discipline. Lincoln Indicators’ unique active investment approach is centered around our Financial Health model, which ensures that the Fund avoids companies at risk of failure.

According to Tim Lincoln, Co-Founder and Managing Director, “if it doesn’t pass our health score, you’re just speculating”.

Watch our webinar where Matthew Swartz, Senior Portfolio Manager, and Kien Trinh, Head of Research have discussed what’s driving the current turbulent market conditions and why start to consider embracing the opportunities in the market.

We have also covered:

  • Current market analysis
  • Overview of products, performance and how it could benefit investors
  • How we use our unique investment strategy to avoid speculative and poor-quality stocks
  • What to expect over the next reporting period
  • Live Q&A session
Presented by
Matthew Swartz

Matthew Swartz

Senior Portfolio Manager

Kien Trinh

Kien Trinh

Head of Research

Jun 21st, 2022
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