Category: News (Page 1 of 2)

Second Training Session

We are holding our second training session of the term to help our new members and refresh our senior members knowledge. This is a very important function for our entire team, as it is essential that the whole team understands key aspects of the fund.

If you have not attended a session yet but would like to join or request information. Please email

Details of training:

Wednesday 23rd October 2019
13:00 – 16:00
Junction 0005

Thank you and hope to see you on Wednesday.

James Stenson – CEO of LSMIF


Recruitment has taken place and is on-going. I’m pleased to say that we have some great candidates to become analysts within LSMIF.

So with these new additions training must commence.

Training Session Details
Wednesday 16th of October 2019
Junction 0005 at 12:30 – 15:30.

If you would like to attend this session and have not attended a recruitment event, please send an email to

James Stenson – CEO – LSMIF


We’re looking for new members of our team and we’re pleased to announce an open day for all members of the Lincoln International Business School.

We will be holding an information session where will share our schedule and plans for the year and register your interest.

This is a great opportunity to put your education into practice and gain some valuable skills that will look fantastic on your CV.

Event Details:
Wednesday 02/10/2019
Junction 0005
12:30 – 13:00 (will be open for questions at the end until 13:30)

Please contact James Stenson (CEO) @ or if you require any further help.

Assessment and Exams

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

Hao Quach

Investment Committee Meeting

We’re pleased to welcome our Board of Advisor’s whom visit us a few times a year to offer us advice and share their experience with us. This is a fantastic opportunity for the entire fund to learn from professionals. We look forward to the event and seeing you all there.

Below is an agenda for the occasion and documents of what will be covered.

Agenda 26.03.2019 – (PDF Format)

James Stenson – CEO – LSMIF

Training & New Members

LSMIF are pleased to add 6 new members that join us on a trial basis.
Welcome to the following members;

Edward Heyward  - BSc Banking & Finance
Max Richmond    - BSc Banking & Finance
Luke Sanderson  - BSc Banking & Finance
Lam Phan        - MSc Accounting & Finance
Loc Ngo The Gia - MSc Accounting & Finance
Minh Khánh Trinh - MSc Accounting & Finance

Training took place today for all members in which we discussed Equity Research Reports and Investment Rationale. To help create a more standardised report across the fund. This to help promote professionalism and unity, so that reports are able to be compared.

James Stenson – CEO – LSMIF

February Performance Report

Please see the report below for our Investment activities over the last month.

Performance Report – February 2019 (Click To Open PDF)

Previous months reports.


James Stenson – CEO – LSMIF

Fund Meeting & New Members

At our most recent fund meeting (30/01/2019) we discussed the changes to our fund and what the future holds for LSMIF.

The use of short-lists was welcomed by the fund. Whereby we the fund have selected a portfolio of ~40 companies that we are interested in. All future investments will be raised from this short-list. The short-list will be updated and maintained periodically to remain accurate and current.

Here is a small extract from one company within our short-list:

The fund also has great pleasure in announcing the joining of two new members.

Michael Martin –  Governance Msc

Joel Parramore – Economics and Finance Bsc

A big welcome to both new members! Both members will be joining us on a trial period and we look forward to having both Martin and Joel involved within the fund.

Important Dates:
Fund Meeting – 20th of February 2019
Investment Committee Meeting – 27th of February 2019
Board of Advisors meeting to be scheduled in March 2019.

Things are getting busy for the fund and we’re excited to be pushing forwards with our new plans and raising some investments in the near future.

James Stenson – CEO – LSMIF

New Year & New Changes

A Happy New Year to you all,

LSMIF has been very busy over the Christmas period. We are excited to announce some major restructuring in the fund.

We have reduced our membership numbers significantly.

Leadership team:
James Stenson – CEO
Finely Kneafsey – CFO
Szymon Olizarowicz – CIO

Portfolio Manager(s):
James Boyle – Portfolio 1

Jurijs Fedorenko
Benjamin Omotayo
Christopher Denyer
Nathan Smith

The above members form the core of our fund. We have decided to focus on one portfolio and grow the fund from this point. This means membership within the fund is very competitive and thus the quality is of a very high standard.

These are exciting times as the fund will expand in the near future whilst maintaining the high quality and pursuit of excellence that we strive to achieve.

Thank you,


James – CEO

Merry Christmas!

Here at the Lincoln Student Managed Investment Fund we would like to wish everyone a Merry Christmas and a Happy New Year!

We’ve had an exciting start to the fund and there are plenty of opportunities to be taken in the new year. I want to take this opportunity to thank everyone for the hard work that has gone into getting LSMIF up and running.

We’ve raised our first investment in the company Ashtead Group PLC.
A copy of the report and why the decision was made can be found here:

Please click the report for a full copy in PDF format.

This is just the beginning and we will continue making the best possible investments we can based on our judgement and input from our supervisory team.

A huge thank you to our Board of Advisor’s, Brewin and Dolphin and Dr Hao Quach. This wouldn’t have been possible without you.

Thank you all and have a great break!


James Stenson – CEO


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