Established in July 2009 by Monik Kotecha, Chief Investment Officer, Insync is an independently owned global equity specialist based in Sydney, Australia. Insync believes that investing in a concentrated portfolio of highly profitable companies benfitting from global megatrends leads to superior returns over time. They do this through conservative stock selection from a select pool of exceptional global companies and by actively managing market risk and currency risk. Insync invests in a concentrated portfolio of high-quality companies that possess long runways of future growth benefitting from Megatrends. These are multiyear structural and disruptive changes that transform the way we live our daily lives and result from a convergence of different underlying trends. Insync screens the universe of 40,000 listed global companies to just 150 that it views as superior across a range of quantitative and qualitative measures. The 150 is then reduced to around 30 that align to one or more Megatrends and hold an advantageous industry position within them.

The fund aims to outperform the MSCI All Country World ex-Australia Net Total Return Index (in Australian Dollars) over a full market cycle before the cost of protection while providing downside protection for severe market falls.

Insync invests in a concentrated portfolio of high quality companies that possess long 'runways' of future growth benefitting from Megatrends. Megatrends are multiyear structural and disruptive changes that transform the way we live our daily lives and result from a convergence of different underlying trends including innovation, politics, demographics, social attitudes and lifestyles. They provide important tailwinds to individual stocks and sectors, that reside within them. Insync believe this delivers exponential earnings growth ahead of market expectations.

The fund uses Put Options to help buffer the depth and duration that sharp, severe negative market impacts would otherwide have on the value of the fund during these events.

Insync screens the universe of 40,000 listed global companies to just 150 that it views as superior. This includes profitability, balance sheet performance, shareholder focus and valuations. 20-40 companies are then chosen for the portfolio. These reflect the best outcomes from further analysis using a proprietary DCF valuation, implied growth modelling, and free cash flow yield; alongside management, competitor, and industry scrutiny.

The Fund may hold some cash (maximum of 5%), derivatives, currency contracts for hedging purposes, and American and/or Global Depository Receipts. It is however, for all intents and purposes, a 'long-only' fund, remaining fully invested irrespective of market cycles.