Insync delivered a strong positive return for the month outperforming the benchmark and maintaining the consistency of outperformance since inception.
Whilst monthly, quarterly, or even yearly numbers are too short as useful success indicators, Insync’s investment strategy has delivered strong investment returns across the vast majority of the investment cycle and time periods.
The benefits of investing in the most profitable companies with long runways of growth, fuelled by Megatrend tailwinds is undeniably a useful inclusion to most portfolios.
Value stocks short-lived rally is now rapidly fading. Economic data depicts a general slowdown and the concerns around the risks of a 1970s style inflation breakout appears to be abating. This is a positive backdrop for the Insync portfolio of 28 highly profitable companies across 16 Megatrends. They are delivering consistently strong growth both in revenues and profits irrespective of what the economic cycle is doing. Again, a good argument for portfolio inclusion.
Full July 2021 fund commentary (pdf): July 2021 Monthly Update
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