Decades of Established Investment Success

Merv left Melbourne University in 1984 to establish his own consulting business, Merv Lincoln and Associates, where he lectured his theories of assessing the Financial Health and insolvency risk of businesses through the analysis of their financial statements and accounting ratios to large Australian corporations for commercial credit risk assessment.

Merv was an avid stock market investor and used his quantitative methodology to assess investment opportunities and manage his SMSF with great success. During the 1980’s Merv witnessed the poor advice being provided to mum and dad investors by brokers and advisors. This sowed the seed of thought that perhaps he could provide a service to investors that could qualify broker recommendations allowing investors to invest with a high degree of confidence.

With the advent of PC based computer technology in the late 1980’s and early 1990’s it was then that Merv realised that he could deliver his theory’s in a practical form to mum and dad investors. In 1991 he invited his son Tim, an experienced computer analyst, to help computerise and commercialise his quantitative methodology.

Merv and Tim set about testing and developing for the next 7 years. In 1997 Merv’s vision was born in the form of Stock Doctor, a software subscription services that analyses the financial statements and financial health of every Australian listed company. This allowed investors to focus on high quality businesses and avoid potential corporate disasters with all the crucial but difficult financial analysis done for them in an intuitive and timely manner.

Merv was an academic at heart and in 1997 decided to move into a more consultative role and appoint Tim as Managing Director to grow the business.

Merv was very proud to see his work embraced so broadly by the investment community in the fledgling years of Stock Doctor.

Sadly, Merv was diagnosed with Alzheimer’s in 2004 and couldn’t enjoy and witness the enormous growth of Lincoln Indicators based on his genius. Merv passed away in 2016 after a long battle with the illness.

Merv would be incredibly proud to know that his work is helping thousands of people around the world, a legacy that will live on through his son Tim for many years to come.

Building on Lincoln Indicators’ mission to ‘empower global sharemarket investors to invest successfully with confidence, control and peace of mind’, in 2003, Tim launched Lincoln Managed Funds. This suite of Australian and US investment funds caters for time poor investors who trust the Lincoln Indicators quantitative methodology but prefer to leave the management of their portfolios to the experienced Lincoln Indicators team.

Tim is recognised globally as one of Australia’s most experienced financial professionals. He was invited to participate in the Global Access Program at the University of California in Los Angeles (UCLA), to help guide businesses with global potential. Tim was also selected to participate in exclusive entrepreneurial programs at Berkeley University, California.

Today, Tim has grown a highly successful financial technology and investment business that includes a growing team of 40 finance professional, thousands of long-term Stock Doctor members and over $800 million invested in their three industry leading Australian and US managed funds.

In 2021, Tim was appointed as a Director of the Carlton Football Club. Tim joins the Carlton board to collaboratively guide the Club to create competitive advantages by applying his data analysis expertise to significantly enhance decision making processes and improve the probability of successful outcomes, provide meaningful insights and introduce strong accountability metrics.

Tim is a dedicated family man and philanthropist who lives by a very strong set of personal values.

Outside of business life, Tim loves: family time, marathon running, competing in Ironman events, tennis, golf, boating, gardening and the mighty Carlton Football Club.