Historically, different parts of the investment cycle typically favour different investment styles and therefore advisors typically blend different management styles. In this highly disruptive world, the investment industry is not immune. Style blending needs careful examination and an open mind moving forward.
Insync Funds Management
Market optimism gives value sector a lift
The last few weeks of the month witnessed stronger performance from the Value and more economically-sensitive sectors, versus the companies we typically invest in.
Gaming is now much bigger than Hollywood – even before COVID
The gaming industry is now larger than the music and movie industries combined, making it a major industry in entertainment, says John Lobb from Insync Funds Management.
Nvidia-Arm merger creates a chip design powerhouse
The Nvidia-Arm merger gives the combined group a quantum leap over other chip makers, according to John Lobb at Insync Funds Management. The merger transaction is valued at USD 40 billion.
Insync’s unique process continues to drive its outperformance
Insync investors enjoyed a positive return from a tumultuous negative month, out-performing the benchmark again.
Megatrend: Universal Basic Income – Secular shift towards value for money-based consumption
Described by Martin Luther King Jr as the solution to poverty, universal basic income (UBI) may become an inevitability in this era of advanced technology.
Valuations: Why Insync focuses beyond P/E ratios
A persistent factor of Insync’s stock selection success is in identifying which companies with one or more Megatrend ‘tailwinds’ have a strong ability to increase their performance.
How Insync’s investment approach sets it apart
Two factors driving Insync’s out-performance are our Megatrends and our unique process of disciplined analytical stock selection.