Chief Executive Officer & Senior Investment Analyst
insync’s Chief Executive Officer & Senior Investment Analyst is Garry Wyatt who is responsible for managing the operational aspects of the business as well as being a key investment team member. Garry has held senior financial positions with several major companies including WMC Resources Limited, Tooheys (Victoria) and United Distillers Group.
insync’s focus on investing in quality businesses has driven the decision to build an investment team with individuals who have investment skills and/or real business experience. We believe that a team that combines these skills will lead to better investment decisions. Garry’s extensive business and commercial experience will enable him to provide valuable insights when assessing the quality of the investment, a core part of insync’s investment process.
Garry brings to insync a wealth of experience across a range of important business functions including financial controls, project and operational management, internal audit, business and strategic planning. Garry has a Bachelor of Economics degree and is an Associate of the Institute of Chartered Accountants in Australia.
insync has developed an outsourcing model where all non-investment functions are outsourced to external service providers leaving the team to focus on managing the Fund. Garry manages these key relationships as part of his role.
Contact Garry at email@example.com or on mobile phone +61 (0) 419 339 223.
Chief Investment Officer
Monik Kotecha has 25 years of funds management experience in international and Australian equity markets, including 15 years of managing top-quartile performing portfolios. He has worked in London, New York and Sydney. He spent over 7 years as a Senior Portfolio Manager at Investors Mutual Limited, 5 years with BT Funds Management Limited and 3 years with the Abu Dhabi Investment Authority.
Monik was a Senior Portfolio Manager of the Australian Share Fund at Investors Mutual Limited and a key member of the Investment Team which was awarded Fund Manager of the Year Australian Equities in 2002 and 2003 by Money Management. Prior to this Monik was the lead portfolio manager for over 5 years at BT Funds Management Limited on a number of international equity funds and was a member of the asset allocation team. Monik spent the first few years in funds management as a Pan European Equity analyst at the Abu Dhabi Investment Authority in London.
Contact Monik at firstname.lastname@example.org or on mobile phone +61 (0) 413 768 480.
Peter Wong graduated from Macquarie University with a Commerce degree in 2007. Upon graduation, Peter worked for a boutique financial advisory firm in Sydney as a research assistant and was involved in many aspects of the investment process. These include reviewing clients Managed Discretionary Account (MDA) share portfolios, analysing companies and producing research reports for the senior investment team. At insync Peter assists the research team with company research, stock screening and database management.
Contact Peter at email@example.com or phone +61 2 8094 1255.
Investment Specialist and Distribution Strategy
Grant Pearson has 30 years of managerial and executive experience in the funds management industry. This experience has been gained across Australasia and North America, within both the Sell side and Buy side of the industry.
His roles in the past have included Senior Vice President for Merrill Lynch International, Head of Advice for AMP, National Sales Head for ING, Head of Investments for ABN AMRO, Strategy Head for AXA Asia Pacific and various general manager roles running funds management and advice businesses. This combination of working across both local and global markets, through three investment cycles and with various asset classes and product sets has provided Grant with unique insight and understanding to investing. This combination of skill sets and experiences provides essential know-how in his dual role as an investment specialist, contributing and understanding insync’s strategy and philosophy, as well as his role to work with the head of retail to drive insync’s fund into the market place with advisers.
Contact Grant Pearson at firstname.lastname@example.org or phone +61 2 8094 1255.
John started his career in 1989 as assistant portfolio manager for Bankers Trust Australia based in Sydney. In 1994 he joined Citigroup Global Asset Management where, as a small cap specialist, advanced to portfolio manager of industrial equities and joint manager of the balanced fund. John moved to Credit Suisse Global Asset Management in 1997 researching and analysing industrial equities culminating in the development, marketing and management of the Australian equity small cap fund. In January 2003 John moved to Orion Asset Management at its inception. Contributing to the management of the ASX300 Fund, John also served as Lead portfolio manager of the small cap Australian Equities fund. From 2011, John was also a portfolio manager on the global, long-short equities fund focused on Asia. John remained at Orion until February 2014. John has a BA Economics majoring in Accountancy and Finance from Macquarie University and a Diploma from the Securities Institute of Australia.
Contact John Lobb email@example.com or phone +61 2 8094 1255.
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.
Contact Lyndsey Douglas firstname.lastname@example.org or phone +61 424203935.