Last month International equites fund manager, Insync FM, initiated a position in Heineken. Insync takes the view that there are two key long term secular drivers supporting their investment in Heineken. Firstly, it now has the best-in-class emerging market exposure with nearly 60% EBIT (earnings before interest and tax) exposure to these fast growing markets. […]
investment
IMF global growth downgrade not hurting all businesses, says Insync FM
“The slowdown in the global economy will have relatively minimal impact on the outlook for Medtronics which is benefitting from the powerful megatrend in the growing demand for healthcare products and services and through innovation,” said Monik Kotecha, CIO, Insync Funds Management. In a low global growth environment, Insync is still finding opportunities in the […]
Cloud computing is a megatrend worth considering
In a low-growth environment it is worth considering identifying/investing in megatrends through highly profitable companies important to generate growth in the portfolio. Megatrends tend to be independent of the economic cycle and typically last for over 10 years in duration. What is cloud computing? Cloud computing, often referred to as simply “the cloud,” is the […]
Nestlé’s diversifying into health and wellness one to watch: Insync
“As the world’s largest food + beverage company, Nestlé, is now focusing on nutritional therapy, a diversification effort that taps into the fast-growing, high-margin healthcare product market,” said Mr Monik Kotecha, CIO, Insync Fund Managers. “Nestlé Management’s constant long-term focus on innovation and identifying/investing into the next megatrend has enabled it to deliver consistent revenue […]
Personal planning strategies that suit imputation bonds
The taxation and other features of the modern Insurance Bond favourably positions it as an alternative vehicle to using a family or discretionary trust for some personal planning strategies. Insurance Bonds (like the Imputation Bond) are the next best investment vehicle to superannuation and are experiencing a rebirth as a finance, tax and estate planning […]
AltaVista Research: Empowering advisors to build better ETP portfolios
Advisors and direct investors alike increasingly enjoy an unprecedented array of access to new asset classes and most importantly, “peer” product competition across the Exchange Traded Fund (ETF) and overall Exchange Traded Product (ETP) landscape.
Insync reviews impact of ‘Leave’ vote on portfolio holdings
The Insync Global Titans Fund has a 16% exposure to UK-domiciled companies. All of these companies are global leaders in their industries, generating high returns on invested capital, delivering strong free cash flow generation and good growth in dividends. Importantly, they source the revenues and cash flows from different parts of the world. Unilever, for […]
Comments on impact of Brexit from Insync Funds Management
The common wisdom among analysts and bookies is for a vote to remain. Nevertheless, recent public polls suggest that the vote could be quite close. In the long term, it is difficult to convincingly construct a long term economic argument that supports either ‘remain’ or ‘leave’ (Brexit) vote. However, in the short term there would […]