Author: Hao Quach

Assessment and Exams

We are currently in the assessment and exam season. Good luck to everyone!

Hao Quach

Investment Committee Meeting 28th November 2018

The first Investment Committee of the LSMIF has been now confirmed at 13.15pm on 28th November 2018 at JUN0005 (Junxion Building). At this meeting, the leadership team will present their strategies on running the fund, including the governance, marketing and fund raising. The investment teams will present their investment policy, strategies and watch lists of companies listed on London Stock Exchange.

The meeting will also see the attendance from three external advisors to the fund, including Mr. Howard Gannaway (Advisor to the LIBS), Mr. Bob Woods (Founder/Senior Adviser of Mattioli Woods plc), Mr. David Spokes (Assistant Director/Investment Manager of Brewin Dolphin plc). Internal advisors to the fund include Mrs. Siobhan Goggin and Mr. Hao Quach from AFE-LIBS. The advisors  are expected to advise to and share their experience with our students on how to run the fund professionally and make informed investment decisions.

Agenda of the meeting is as follows:

  • 13:15 – Meet & Greet with refreshments (tea/coffee/light snacks)
  • 13:30 – Welcome and Introduction (James Stenson – CEO)
  • 13:40 – Opening speech (Mrs. Siobhan Goggin – HoD)
  • 13:45 – Introduction to the LSMIF (James Stenson – CEO)
  • 13:55 – Marketing and Fund Raising Strategy (Finley Kneafsey – CFO)
  • 14:05 – Investment Policy and Strategies (Szymon Olizarowicz – CIO)
  • 14:15 – Portfolio 1: Strategy and Watchlist
  • 14:25 – Portfolio 2: Strategy and Watchlist
  • 14:35 – Portfolio 3: Strategy and Watchlist
  • 14:45 – Tea and Coffee Break
  • 15:05 – Comments and experience sharing from advisors (Mr. Howard Gannaway, Mr. Bob Woods, Mr. David Spokes)
  • 16:00 – Closing speech (James Stenson – CEO)
  • 16:05 – Coffee and Tea for social networking

Training on equity valuation

On 7th November 2018, the first training for the Lincoln Student Managed Investment Fund (LSMIF) took place with attendance from all members of the fund. At this training, Dr. Hao Quach gave students an overview of equity valuation and an in-depth instruction on how to do valuation from using simple techniques such as ratio multiples to more complicated ones such as discounted cash flows. Real-life companies listed on London Stock Exchange were taken to demonstrate the valuation process step by step.

Although the training is just the first step into investment world, and one of a series of training committed to the fund, students gained more confidence for their first investment committee meeting which is intended to take place on 28th November 2018.

Brewin Dolphin

We are delighted to have Brewin Dolphin as our sponsor. They help managing our investment account in terms of administrative aspects of the fund’s activities while all investment decisions are entirely ours.

About Brewin Dolphin

Brewin Dolphin is one of the UK’s leading wealth managers. Founded in 1762, we help our clients achieve their ambitions through expert, personalised financial planning and investment management advice. We have 30 offices across the UK, Channel Islands and the Republic of Ireland.


The LSMIF Team




  • Benjamin Omotayo – MFin/BSc Banking & Finance
  • Finley Kneafsey – MFin/BSc Banking & Finance
  • Nathan Smith – MFin/BSc Banking & Finance
  • Lam Phan – MSc Accounting & Finance
  • Loc Ngo The Gia – MSc Accounting & Finance
  • Minh Khánh Trinh – MSc Accounting & Finance


Training and Investment Committee Meeting

Welcome and, once again, congratulation on your recent appointment for a role with the LMSIF. As part of the fund’s activities, we intend to hold a series of training to help you build knowledge about capital markets and investments in general. We will also monthly investment committee meetings in which investment proposals will be considered and approved.

The first training on business valuation is now scheduled on Wednesday 7th November from 14.30 to 17.00pm at JUN0001. In this first training, I will equip you with necessary knowledge about business valuation and valuation techniques.

We then expect to hold the first monthly meeting (we call it Investment Committee Meeting but everyone should attend) on 28th November from 13 – 17 pm at JUN0001. In the Investment Committee Meeting, it is expected that Investment Teams present their official investment proposals for the first investments of the fund. We will hold this meeting as professional as possible and I will invite the board of advisors to attend this meeting.

To prepare for the first training, you are advised to read as much as possible anything relating to equity valuation to grasp some initial knowledge. My approach is you explore things first and then we meet to confirm if your understanding is relevant and applicable. Training documents and valuation modelling files have been sent to your mailbox.

Hao Quach

Farewell and Welcome!

The LSMIF would like to send special thanks to members of the fund in the academic year 2017-2018, some of whom have recently graduated from the university. They did a great job in making this fund happen. Specifically, farewell is extended to all of the team, except Cameron and Finley who continue to work with the fund:

Callum Smith – MSc International Investment Banking

Burhan Tasgözlek – MSc International Investment Banking

Ryan Thomas – MSc International Investment Banking

David Mugo – MSc International Investment Banking

Tianqi Zhang – MSc International Investment Banking

Finley Kneafsey – BSc Hons Banking and Finance

Cameron Barker – BSc Hons Banking and Finance

Ryan Hill – MSc Accounting and Finance

Iulia Nan – MSc Accounting and Finance

Rosa Escobar – MSc Accounting and Finance

Michael Page – MSc Accounting

Richard Brown – MSc Project Management

We wish all of them the best of luck with their future endeavour!

For the academic year 2018/2019, we are delighted to announce that the following students have been selected to work on the fund with the following roles:

Leadership team:

  • CEO: James Stenson – BSc B&F (
  • CFO: Finely Kneafsey – BSc B&F (
  • CIO: Szymon Olizarowicz – MSc IIB (

Portfolio 1:

  • Jurijs Fedorenko – MSc International Investment Banking
  • Siyu Liu – MSc International Investment Banking
  • Patryk Lisowski – MFin/BSc Banking & Finance (Portfolio Manager)
  • Hao Lyu – MFin/BSc Banking & Finance
  • Ailu Wang – MSc International Investment Banking

Portfolio 2:

  • Peter Best – BA Accounting & Finance
  • Alexander K Mcnamee – MSc International Investment Banking
  • James Stenson – MFin/BSc Banking & Finance (Portfolio Manager)
  • Cormac M Buckley – MFin/BSc Banking & Finance
  • Ryan C Hird – MFin/BSc Banking & Finance

Portfolio 3:

  • James Boyle – MSc Finance (Portfolio Manager)
  • Christopher Denyer – MSc Finance
  • Mai Nguyen – MSc Finance
  • Nathan Smith – MFin/BSc Banking & Finance
  • Benjamin Omotayo – MFin/BSc Banking & Finance
  • Aleksander Schulz – BA Business & Management

Welcome aboard and good luck with your new exciting journey ahead.

Hao Quach

Market Outlook – October 2018

This is a sample post for market outlook report. Please click to downloadEconomic Outlook Template – NEW

Introduction session

To recruit students for the new academic year, we are holding an introduction session on the Lincoln Student Managed Fund on Wednesday 3rd October 2018 at DCB1111 at 2pm. In this session, we are introducing the fund and “the life as an investment analyst” and how to apply for a role with us.

This year, we can offer 18 vacancies as “investment analyst/portfolio manager” and if we have more interests than we can offer, we will have to interview students to select the most suitable candidates. It is planned that 18 vacancies will be split into 9 PG and 9 UG students.

Also this year, Dr. Hao Quach plans to provide three training courses on (i) Technical Analysis, (ii) Business Valuation, and (iii) Monetary Policies and Stock Market as part of the effort to build the fund’s professional capacity. Although these courses are intended to students involving in the fund, others are welcome. More information about these courses will be posted on this blog.

Hao Quach (Advisor)/Cameron Barker (CEO)

Welcome to LSMIF’s Blog!

Welcome to the Lincoln International Business School’s Student Managed Investment Fund (LSMIF). This is an investment fund created, operated, and maintained by students within the school, with everything running within the real-world environment of finance. This blog is designed to provide students with updates on the fund’s activities.

For more information on the fund, please visit:

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