An Australian-based international equities manager has recently celebrated 10 years in business posting top quartile performance for 1, 3, 5 and 10 years.
In the last year, the Insync Global Quality Equity Fund returned 33.84 per cent, beating its MSCI benchmark by 11.20 per cent. The firm was established in Sydney 2009 and the strategy, which includes both protected and non-protected funds, has posted 10-year returns of 14.59 per cent which surpassed its MSCI benchmark by 2.52 per cent.
The strategy concentrates on disruption and how it relates to global megatrends rather than just investing in disruptive companies.
“Netflix is a good example of what we don’t invest in even though we acknowledge the extraordinary disruptive impact it had on the TV and Pay-Tv companies. Netflix has gone from offering a great product in a business it rules, to offering a great product in what will soon become a tough, crowded business competing with giants of the industry with deeper pockets and stronger balance sheets.
“Our intense focus on disruption and profitable businesses benefitting from global megatrends led us to invest in Walt Disney. Disney has generated over US$40bn free cash flow since 2011 whilst Netflix has burnt through in excess of US$13bn in cumulative free cash flow over the same period. Disney has tremendous platform value with no other media company able to match Disney in terms of brand value, creative expertise, or the breadth of its content monetization channels” said Insync’s Chief Investment Officer, Monik Kotecha.
Insync’s investment team has grown to eight and has BDMs in Australia and NZ.
“Our investment philosophy revolves around very high-quality companies that are benefiting from disruption, have long runways of growth through exposure to global megatrends and are highly profitable.
Some of the global megatrends the strategy has invested into include global beauty and pet humanisation.
“Artificial intelligence, cloud computing, 5G networks and augmented reality are some of the disruptive technologies that are impacting many businesses across most sectors. In addition, we are seeing a huge demographic shift as the boomers and Gen X leave the workforce and Millennials and Centennials become the dominant consumers. These disruptive forces will have a profound effect on how the successful companies of the future position themselves.
“We are exceptionally proud of our track record of investment performance over the past 10 years. As an Australian based and owned manager, we are delighted to see the growth in new players and acceptance of the mindset that allows Australian-based managers to run international funds,” commented Mr. Kotecha.
Mr Monik Kotecha
CIO
Insync Funds Management
02 8094 1255
0413 768 480
mkotecha@insyncfm.com.au
www.insyncfm.com.au