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ABOUT US_

Invested in what’s to come.

WHO WE ARE_

Making sense of the world today.

Where others see uncertainty, we look deeper. Powered by deep knowledge and insight, and guided by expertise, we set investors up for success through strategic exposure to emerging opportunities.

PURPOSE _

Prepared for what’s to come _

Agile and responsive, we combine a deep understanding of evolving markets with a commitment to rigorous analysis. This ensures our strategies remain aligned with the forces shaping the world of tomorrow.

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VISION _

READY FOR TOMORROW _

Through our strategic and meticulous approach, we determine what lies ahead, and ensure we’re well positioned to capitalise on it.

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HISTORY_

A long-term vision driven by independence.

With over 33 years of global funds management experience, our founder, Monik Kotecha, has crafted a long-term vision rooted in independence. His extensive international experience across London, New York, and Sydney, managing top-quartile portfolios, shapes our distinct investment style.

Founded in 2009, Insync’s award-winning approach combines agility with discipline, keeping us ahead of future trends, while effectively managing risks and opportunities in an ever-evolving global economy.

Few managers can match our longevity. Our consistent strategy is a testament to the power of independent thinking in navigating market cycles. It remains key to driving future growth, allowing us to focus on what truly matters: sustainable success.

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Opportunity that endures_

What is a
Megatrend.

Megatrends are powerful forces reshaping the world—transformative shifts—like the rise of Gen AI, the explosion in demand for cybersecurity solutions, and rapidly shifting demographics.

At Insync, we harness these unstoppable waves of change to deliver long-term certainty in an unpredictable market. By focusing on the right megatrends and strategically positioned companies, we offer investors the opportunity for outsized returns with greater confidence and reduced risk.

While fads fade, megatrends drive sustainable, structural growth that endures.

TEAM_

Focused expertise for a united vision.

Our highly focused team brings a wealth of experience and a shared passion for harnessing global megatrends to deliver superior long-term investment returns.

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CEO

Monik Kotecha

With over 30 years of funds management experience across international and Australian equity markets, Monik brings deep expertise and a proven track record of managing top-performing portfolios. His global career spans key trading hubs like London and New York, with senior roles including seven years as Senior Portfolio Manager at Investors Mutual Limited (IML) and five years leading pan-European funds with BT Funds Management. Monik’s leadership has earned industry recognition, including Money Management’s Fund Manager of the Year for Australian Equities in 2002 and 2003.

In 2009, Monik founded Insync Funds Management, driven by his long-term vision and insights gained throughout his career. Rather than prioritising rapid scale, he focused on aligning with private investors who shared his sustainable, long-term perspective. This approach has allowed Insync to refine its strategies, culminating in its recognition as Emerging Manager of the Year in 2020.

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Senior Investment Analyst

Mark Haet

Mark brings over three decades of experience in international equities, developed through portfolio management roles in New York and Sydney. His career highlights include managing QBE’s UK equity portfolios, overseeing Kingdon Capital’s $3 billion hedge fund in New York, and leading Latin American and emerging market portfolios at both Kingdon and BT Funds Management. Mark’s 13 years as Portfolio Manager of Ellerston Capital’s Gems Long Short Fund further deepen Insync’s expertise in evaluating companies and markets.

Mark began his career in 1986 as an Australian equities analyst with Prudential Assurance in Sydney. He holds a Bachelor of Arts in Economics, magna cum laude, from Duke University and is both a CFA charterholder and an Associate of the Securities Institute of Australia.

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investment analyst (ESG Focus)

Kiara Taylorwood-Roe

Kiara joined Insync to support the growing importance of ESG in funds management, bringing a strong natural interest in equities and sustainable investing. She holds a degree in Economics from The University of Sydney, majoring in Econometrics and Agriculture, Resource and Environmental Economics. Kiara’s role as an investment analyst focuses on ESG responsibilities while also providing analytical support to the broader team.

As a millennial, Kiara brings a fresh perspective to the team’s ESG deliberations, adding valuable insight into the evolving priorities of sustainable investing. Her appointment reflects Insync’s commitment to integrating diverse viewpoints into its decision-making process.

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Distribution & Strategy

Grant pearson

Grant brings over 30 years of experience across Australasia and North America, spanning funds management, life insurance, investment banking, broking, and retail advisory. His senior roles include Senior Vice President at Merrill Lynch, Head of Advice at AMP FP ($36 billion FUA), and National Sales Head at ING Australia. He has also held leadership positions at ABN AMRO, AXA Asia Pacific, ING, and MLC/Lend Lease, gaining deep expertise in global and local markets, multiple investment cycles, and retail investing.

Since joining Insync in 2016, Grant has drawn on his extensive background in distribution, compliance, marketing, and product design to support the business. He holds a diploma in financial planning, Series 7 and 66 (FINRA-USA) certifications, and is an ASIC-registered Responsible Officer. Before Insync, Grant was a key client for five years, overseeing a $105 million IMA advised by the firm.

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Chief operating officer

Conor Byrne

Conor brings 36 years of experience managing fund management operations at some of Australia’s leading investment firms, including Treasury Group, Investors Mutual, Computershare, UBS, and Deloitte. His expertise spans risk management, compliance, finance, legal, HR, IT, and operational functions across both listed and unlisted firms during various growth phases.

Having held senior roles such as COO, CFO, Director, and Chairman, Conor brings a depth of knowledge that enhances Insync’s operating capabilities. His broad experience across diverse organisational needs ensures Insync is well-supported in delivering sustainable growth and operational excellence.

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INVESTMENT ANALYST

Ailsa Chen

Ailsa joined Insync with a strong background in portfolio management and a proven track record of contributing to Investment Committees through insightful research and analysis. She brings a well-rounded perspective, having provided investment and research support across a range of asset classes, including Australian and global equities, fixed interest, property, infrastructure, and alternatives. Prior to joining Insync, Ailsa worked at Diverger Ltd, where she supported the CAREphilosophy® managed portfolio service, overseeing $2.5 billion in funds under management.

She holds a Master of Professional Accounting from the University of Sydney Business School, graduating with Distinction and earning the Distinguished Achievers Award.

CONTACT US_

Let’s connect.

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