AdviserVoiceMedia Archives - AdviserVoice https://www.adviservoice.com.au/tag/media/ Financial planner information & financial planner education/CPD - AdviserVoice Tue, 21 Jul 2026 21:00:22 +0000 en-US hourly 1 https://wordpress.org/?v=7.0.2 Investors should increasingly focus on preserving the return https://www.adviservoice.com.au/2014/08/investors-increasingly-focus-preserving-return/ https://www.adviservoice.com.au/2014/08/investors-increasingly-focus-preserving-return/#respond Wed, 27 Aug 2014 21:40:52 +0000 https://adviservoice.com.au/?p=32472 Nitesh Patel

Nitesh Patel

Insync Fund Managers dynamically implements index put strategies to protect its international equities portfolio.

As the markets have significantly recovered from their 2009 lows and valuations on many equity markets are high Insync believes that investors should increasingly focus on preserving the return.

With rising markets comes complacency reflected in the volatility of equity markets recently reaching record lows. Insync have taken advantage of the low volatility by increasing the level of protection.

“Our DNA is ‘growth with protection’ and we established a downside protection strategy when we started the Fund. During the last two periods of high volatility, during the EU crisis and US debt debacle, the equity markets fell sharply whilst the Insync’s Global Titans Fund increased in value.

“Unlike passive funds, we concentrate on truly “exceptional” global companies that constitute only a small part of any major index and not generally available in Australia,” said Nitesh Patel, Portfolio Manager at Insync.

Insync seeks ‘exceptional’ companies that have resilient business models and consistently provide:

  • High ROIC
  • Highly visible and low volatile earnings stream
  • Resilient and dominant market positioning
  • Growth potential through innovation or new markets
  • Strong free cash flow yield.
  • Strong shareholder yield and focus of consistent and growing dividends/buybacks

The favoured sectors for Insync include growth opportunities in:

  • Global healthcare
  • Information technology
  • Global consumer brands
  • Media – Pay TV and content

“The arguments for including international equities in a portfolio is not only based on diversification for its own sake but also to access sectors that are not available in Australia.

“A relatively strong currency, due partly to the yield differential with the major economies, has continued to hurt he Australian economy. However it does offer investors the opportunity to buy quality offshore assets at attractive prices,” said Mr Patel.

]]> Nitesh Patel

Nitesh Patel

Insync Fund Managers dynamically implements index put strategies to protect its international equities portfolio.

As the markets have significantly recovered from their 2009 lows and valuations on many equity markets are high Insync believes that investors should increasingly focus on preserving the return.

With rising markets comes complacency reflected in the volatility of equity markets recently reaching record lows. Insync have taken advantage of the low volatility by increasing the level of protection.

“Our DNA is ‘growth with protection’ and we established a downside protection strategy when we started the Fund. During the last two periods of high volatility, during the EU crisis and US debt debacle, the equity markets fell sharply whilst the Insync’s Global Titans Fund increased in value.

“Unlike passive funds, we concentrate on truly “exceptional” global companies that constitute only a small part of any major index and not generally available in Australia,” said Nitesh Patel, Portfolio Manager at Insync.

Insync seeks ‘exceptional’ companies that have resilient business models and consistently provide:

  • High ROIC
  • Highly visible and low volatile earnings stream
  • Resilient and dominant market positioning
  • Growth potential through innovation or new markets
  • Strong free cash flow yield.
  • Strong shareholder yield and focus of consistent and growing dividends/buybacks

The favoured sectors for Insync include growth opportunities in:

  • Global healthcare
  • Information technology
  • Global consumer brands
  • Media – Pay TV and content

“The arguments for including international equities in a portfolio is not only based on diversification for its own sake but also to access sectors that are not available in Australia.

“A relatively strong currency, due partly to the yield differential with the major economies, has continued to hurt he Australian economy. However it does offer investors the opportunity to buy quality offshore assets at attractive prices,” said Mr Patel.

The post Investors should increasingly focus on preserving the return appeared first on AdviserVoice.

]]> https://www.adviservoice.com.au/2014/08/investors-increasingly-focus-preserving-return/feed/ 0 Video: Why Advisers Should talk to the media https://www.adviservoice.com.au/2013/07/video-why-advisers-should-talk-to-the-media/ https://www.adviservoice.com.au/2013/07/video-why-advisers-should-talk-to-the-media/#respond Mon, 15 Jul 2013 22:00:18 +0000 https://adviservoice.com.au/?p=22688 Some financial services businesses, big and small, are nervous about talking to the media – so nervous, in some cases, that they avoid media attention altogether.

According to 64 Media this is a pity – because although there has been a fair bit of negative press on the financial services industry over the past few years, talking to the finance media can create great opportunities for financial services businesses to air opinions on issues that affect them, their target markets and the industry as a whole.

64 Media believes that learning how to effectively express opinions to the finance media will help industry players become well-known and respected amongst their clients and their peers – and that is likely to be good for the industry and good for business.

http://vimeo.com/69788791

If you’d like to know more about 64 Media, visit their website at www.64media.com.au

]]> Some financial services businesses, big and small, are nervous about talking to the media – so nervous, in some cases, that they avoid media attention altogether.

According to 64 Media this is a pity – because although there has been a fair bit of negative press on the financial services industry over the past few years, talking to the finance media can create great opportunities for financial services businesses to air opinions on issues that affect them, their target markets and the industry as a whole.

64 Media believes that learning how to effectively express opinions to the finance media will help industry players become well-known and respected amongst their clients and their peers – and that is likely to be good for the industry and good for business.

http://vimeo.com/69788791

If you’d like to know more about 64 Media, visit their website at www.64media.com.au

The post Video: Why Advisers Should talk to the media appeared first on AdviserVoice.

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