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Monik Kotecha

Chief Investment Officer

Monik has 31 years of funds management experience across international and Australian equity markets. This includes 15 years of managing top-quartile performing portfolios. What Insync believes is essential for managing global equities, is substantial offshore experience. His was garnered in the primary trading hubs of London and  New York, and now Sydney. Notable roles include 7 years as a Senior Portfolio Manager at Investors Mutual Limited in Australia; and 5 years as lead portfolio manager for several pan European funds with BT Funds Management Limited in both New York & London. Monik began his career as a pan European equity analyst for 3 years with the Abu Dhabi Investment Authority also in London.

Monik role in IML’s Senior management team and as Senior Portfolio Manager of its Australian Share Fund included being awarded Money Management’s Fund Manager of the Year - Australian Equities in 2002 & 2003 and Insync being awarded Emerging Manager of the Year in 2020.  Monik resigned from IML in 2007 (his wife contracted serious illness), then afterwards went on to create his own investment fund in late 2009 based upon his core beliefs and observations built over a long career - Insync Funds Management. Rather than follow the path of most peers in attracting headline scale, either at unprofitable margins or giving away substantial equity, Monik selected a handful of private investors aligned to his long-term perspective. Whilst this resulted in a slower growth trajectory initially, it has meant retained control, revenues, and time to properly refine and prove the outcome for unitholders.

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Mark Haet

Senior Investment Analyst

Mark’s 32 years of funds experience was garnered in international equities in New York and Sydney. His PM roles spanned Ellerston Capital, QBE Insurance, Kingdon Capital, and BT Funds Management. Mark’s 13 years as Ellerston’s PM in their Gems Long Short Fund adds a valuable dimension to Insync’s evaluation of companies and markets.  Prior to this, Mark managed QBE’s UK equity portfolios, Kingdon Capital’s $3bn+ hedge fund in New York as well as their Latin American and EEM portfolios.  Mark’s time at BT also saw him managing their Latin American equity exposure. Mark started his career in 1986 at Prudential Assurance in Sydney as an Australian equities' analyst. Mark holds a Bachelor of Arts in Economics, and magna cum laude, from Duke University. He is a CFA and an Associate of the Securities Institute of Australia.

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Kiara Taylorwood-Roe

Investment Analyst (ESG focus)

Insync’s growth, along with the rising dimension of ESG in mainstream funds management, drove the hire of an analyst with a strong natural interest in both equities and ESG/ RI. Kiara graduated from The University of Sydney with a degree in Economics, majoring in Econometrics and Agriculture, Resource and Environmental Economics. Kiara’s role as an investment analyst focuses upon our responsibilities within Environmental, Social and Governance (ESG) along with general analytical support to the broader team. Insync deliberately chose a person from the millennial generation to add a useful dimension to the team’s ESG deliberations.

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Grant Pearson

Distribution & Strategy

Grant’s 31 years of industry accomplishment spans Australasia and North America, across both the Buy and Sell sides of the industry.  His experience encompasses funds management, life insurance, investment banking, broking and the retail advisory sectors. Roles include Senior Vice President for Merrill Lynch Private International, Head of Advice for AMP FP ($36Bn FUA in 2005), National Sales Head for ING (Aust), Head of Investments for ABN AMRO (Aust), Strategy Head for AXA Asia Pacific and various general manager roles running funds management and advice businesses within ING and MLC/Lend Lease. This combination of local and global markets, three investment cycles and technical exposure to several asset classes and product sets has provided Grant with unique insight and understanding of the retail investing marketplace. Whilst his senior roles centered upon distribution, he has substantial experience and skills in compliance, marketing and product/platform design. His industry qualifications include a diploma in financial planning, obtaining his Series 7 and Series 66 (FINRA –USA) and as an ASIC registered Responsible Officer and a Key Person for several AFSLs. Grant has been with Insync since late 2016, and prior to that was a key client of Insync for 5 years when it advised on a $105Mn IMA that Grant was overseeing.

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Conor Byrne

Chief Operating Officer

Conor has 36 years’ experience managing all aspects of fund management operations at some of Australia’s leading investment firms. They included Treasury Group (9 years), Investors Mutual (8 years), Computershare (3 years), UBS (8 years) and Deloitte (4 years) across both developing and mature phases of their growth. Responsibilities in these roles’ spanned risk management, compliance, finance, legal, HR, IT, Back and Middle office operations. Covering both listed and unlisted firms his roles included  COO, CFO, Director, and Chairman. This provides a breadth and depth of understanding that boost Insync’s operating capabilities.  

Lyndsey Douglas, Marketing and Communica

Lyndsey Douglas

Marketing and Communications

Lyndsey has been a journalist, communications manager, public relations lead, social media strategist and digital content creator for a variety of companies in a broad range of sectors ranging from property to agriculture, financial services to franchising. Lyndsey oversees content, communications with clients and industry, media relations and digital platforms for Insync.

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Garry Wyatt

(former) Chief Executive Officer

Garry was a founding investor and key supporter of Insync Funds Management and was actively involved in the day to day affairs of the business right up to his untimely death in May 2024, in the capacity of CEO.  Garry Wyatt's profound impact on Insync Funds Management is reflected in his passion, resilience, and unwavering optimism. Garry's dedication and leadership played a crucial role in building a strong brand and maintaining financial discipline, contributing to Insync’s growth and success.

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​Garry’s 47-year career had encompassed senior financial positions with major companies including WMC Resources Limited (BHP), Lion Nathan (Toohey’s) and United Distillers (Guinness Plc). He assisted in building and  strengthening Insync’s capabilities, drawing on his commercial and leadership acumen, investment skills and exposure within real-world global businesses, to make an invaluable contribution to the team. This background brought valuable insights to the development of Insync’s capabilities when assessing the quality of a company - a core part of Insync’s investment process.  Garry’s commercial skills included financial control (CFO), project management, operational line management, compliance, internal audit and business & strategic planning. These skill and experience sets provided a solid base and ideal environment for building the strength of Insync’s business processes and operations. Garry held a Bachelor of Economics degree and was an Associate of the Institute of Chartered Accountants in Australia.  He will be sadly missed and has left a lasting legacy for the successful continuation of Insync’s operations in the hands of new team members.

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Equity Trustees Limited (“EQT”) (ABN 46 004 031 298), AFSL 240975, is the Responsible Entity for the Insync Global Quality Fund and the Insync Global Capital Aware Fund.  EQT is a subsidiary of EQT Holdings Limited (ABN 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX: EQT).  This information has been prepared by Insync Funds Management Pty Ltd (ABN 29 125 092 677, AFSL 322891) (“Insync”), to provide you with general information only. In preparing this information, we did not take into account the investment objectives, financial situation or particular needs of any particular person. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Neither Insync, EQT nor any of its related parties, their employees or directors, provide and warranty of accuracy or reliability in relation to such information or accepts any liability to any person who relies on it. Past performance should not be taken as an indicator of future performance. You should obtain a copy of the Product Disclosure Statement before making a decision about whether to invest in this product.

©2018 by Insync Funds Management Pty Ltd.

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