Insync Funds Management were pleased to report a strong finish for the year with the funds up +9.5% in June.
earnings growth
Consolidation in the big pharmaceuticals sector to produce better investor returns
As Big Pharma consolidates and their portfolio of drugs rationalise we expect better margins and more investment into novel therapies. This will lead to increased and higher dividends and a potential re-rating of the sector. Insync Funds Management expects big Pharma to reduce from the current eight large players over the next 12-24 months as […]
Insync Funds Management is a global equity specialist based in Sydney. Key team members own equity in the business and co-invest in the Fund alongside other investors.