26 Jul 2013 - Fund Review: Insync Global Titans Fund

Attached is our most recently updated Fund Review on the Insync Global Titans Fund.  

We would like to highlight the following aspects of the Fund:

• Boutique Sydney-based fund manager established in 2009 with an investment team of 3, with additional input from the CEO who is responsible for all operational, risk and compliance management.
• The Global Titans Fund invests in a concentrated portfolio of 15-25 stocks, targeting exceptional, large cap global companies with a strong focus on valuation and downside protection.
• Portfolio selection is driven by a core strategy of investing in companies with sustainable growth in dividends, high returns on capital, positive free cash flows and strong balance sheets.
• Emphasis on limiting downside risk through extensive company research, the ability to hold cash and long protective index put options.
• Strong track record of above MSCI ($A) benchmark performance with limited drawdowns.

Sean Webster

Research and Database Manager
Australian Fund Monitors