News and Announcements
Insync Global Titans Fund – June 2014
- Published July 29, 2014 2:16PM UTC
- Publisher Wholesale Investor
- Categories Company Updates
Key Points: Insync Global Titans 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 15-30 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 longer term track records against cash and MSCI ($A) benchmarks, with limited drawdowns.
- The Fund is available to retail investors with a PDS dated Sept 2013.
To view the full monthly fund review please download the document below.
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