The Insync Way.
Defining tomorrow’s opportunities for today’s investors.
Through a data-driven framework, with a sharp focus on megatrends, we can shape a portfolio that’s primed for sustainable, long-term growth.
Our systematic blend of quantitative and qualitative insights empowers us to capture alpha while navigating rapidly evolving markets.
Building wealth through data-driven megatrend investments.
Operating effectively in a rapidly changing environment requires a forward-looking framework.
Our approach is rooted in gathering and interpreting data to reveal patterns and trends that empower us to anticipate megatrends, and capitalise on them. Through a structured combination of systematic process (70%) and qualitative insights (30%), we offer clients a unique investment edge that balances precision with discernment.
Our approach reinforces our commitment to sustainable growth and long-term wealth creation, identifying high-quality companies strategically positioned to lead in tomorrow’s markets.
Precision in practice.
Insync’s unique investment model operates across three critical layers, each geared towards capturing the transformative megatrends best positioned for sustainable growth.
1_ ONE //
Megatrend Identification
This involves an in-depth, expert analysis of societal, economic, environmental, and political shifts, along with changes in values. It is followed by the identification of enduring opportunities that align with these transformations.
2_ TWO //
Quantitative Decision-Making
Using our proprietary algorithm, we precisely time and size positions for optimal portfolio placement. This data-rich approach allows us to dynamically adjust holdings based on profitability, valuation, and risk assessments.
3_ THREE //
Fundamental Analysis
To ensure that only high-quality businesses aligned with identified megatrends are included in the portfolio, we take a deep-dive approach. Combining rigorous qualitative analysis with industry expertise, we uncover and invest in companies that demonstrate durable advantages and competitive returns on invested capital (ROIC).
Investing beyond the ordinary.
Insync leads with a disciplined, forward-looking investment approach that goes beyond identifying transformational trends to hone in on those poised for sustainable growth.
Our proven expertise in megatrend investing enables us to build portfolios with a strategic edge, designed to thrive amid global shifts.
By adhering to a precise, data-driven methodology, we strike a unique balance between quantitative and qualitative analysis, setting us apart from traditional strategies.
Proven Track Record in Megatrend Investing_
With deep expertise in identifying and investing in future-shaping trends, Insync offers clients portfolios aligned to capitalise on global change, ensuring resilience and growth.
Data-Driven and Disciplined Approach_
Insync’s distinctive investment process merges quantitative precision with qualitative insights, setting a new standard that distinguishes us from conventional investment strategies.
Focus on Sustainable Earning Growth_
Insync’s focus on companies with high profitability and robust ROIC creates resilient portfolios that perform consistently across diverse market conditions, positioning clients for sustained, long-term results.
Designed for performance.
Insync offers a comprehensive solution for megatrend investing, aimed at efficiently capturing upside from powerful global trends while managing potential risks.
Our systematic and dynamic investment process integrates rigorous bottom-up stock selection with top-down megatrend allocation. This results in a meticulously constructed portfolio of high-conviction stocks, curated to leverage growth from transformative trends.
Our approach aims to enhance returns while minimising concentration risk, providing investors with long-term, diversified exposure to the structural shifts driving future growth.
Insync Global Quality Equity Fund
Target long-term capital growth through strategic investment in high-quality companies that emerge from global megatrends. With a focus on sustainable growth, resilient earnings, and proven leadership, rigorous analysis and active management facilitates steady, future-aligned growth.
Insync Global CAPITAL AWARE Fund
We harness transformative global megatrends to unlock sustainable, long-term returns. By focusing on exceptional companies and implementing advanced risk management strategies, we deliver resilient growth, even in dynamic market environments.
Let’s connect.
For enquiries, please complete the form or click here to contact us directly.
- ph. + 61 2 8094 1255
- e. info@insyncfm.com.au
- a. Level 4, 261 George Street, Sydney NSW 2000
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