KOSEC Investment Strategy | KOSEC
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KOSEC

Investment Strategy

To invest is to frugally develop funds not allocated for immediate consumption and to put those funds to work in assets that might appreciate in value overtime and reward the investor with further income flows such as dividends, rental income and profits. Individuals, families and organisations are routinely investing around the world everyday in order to provide a richer and more diverse future. However it is rare that any investor is entirely alike, as we all have our own approaches. At KOSEC, we like to think that our Investment Strategy is our unique selling point.

KOSEC Investment Strategy
KOSEC Investment Strategy
We aspire to use a constant stream of evidence to steer our evaluations so that logic can overrule emotions. On a macro level, we survey all salient data points so that we can gauge the health of the global economy across a range of sectors. Demographic trends, inflation reads, fiscal stimulus, bond markets and surveys all have the capacity to alter the investment hypothesis of a range of securities so we diligently observe, curate and discuss with clients.

When it comes to a sector anticipated to experience earnings growth, it is possible that not all businesses will perform equally. Qualitative factors such as longevity of management team are worthy of analysis. Likewise, a business with a demonstrable track record of reducing debt, allocating capital wisely, acquiring businesses prudently and protecting margins, are considered positive indicators in our fundamental analysis. Our priority will always be the top 300 businesses as they tend to have longevity of listing history, and hold up next to scrutiny in terms of auditing and liquidity, indicating a potentially safer investment. However, we scour for the best investment opportunities wherever they may lie.

KOSEC Investment Strategy
KOSEC Investment Strategy
Another part of our strategy is to look for broader consensus as to where the market values the business. Whether you are applying a discounted cashflow model, a sum of parts valuation or a comparison across similar M&A activity, there is often debate as to what ranges a business might find intrinsic value in. There are a number of excellent research desks carrying out a series of algorithmic driven appraisals of businesses and, to support clients, we compile and collate these institutional broker calls in order to further validate an investment decision, whether it be a buy or a sell.
Finally, when we have evidence to suggest we have a quality business with capacity for capital growth, we use technical indicators that aggregate moving averages in order to support the transaction timing so that clients hopefully get the greatest value for each investment.
KOSEC Investment Strategy
KOSEC Investment Strategy
This process involves a team of professionals working diligently across the financial year to find the evidence to narrow the listings down. This is done by blending macro data, fundamentals and technicals to formulate our unique investment hypothesis.

KOSEC

Benefits

KOSEC Investment Strategy

Work with a team
of experts

KOSEC allows clients to gain access to not just one, but an entire team of experienced professionals with a passion for the stock market to disseminate our centralised General Advice throughout the year.

KOSEC Investment Strategy

Institutional
Research

Through our portal, website, reports and publications we bring to you the news, announcements and institutional broker calls which provide you with all the evidence you need to make robust and logical investment decisions.

KOSEC Investment Strategy

Corporate
Finance

Learn about select off-market transactions not found on execution-only platforms whereby you can invest ahead of the market. 

KOSEC Investment Strategy

Education +
Seminars

Through seminars and digital correspondence, we provide investors with the academic theory behind establishing a skill set to succeed in managing your own investments. 

KOSEC Investment Strategy

Investment
Community

Attend conferences, lunches and evening events so that you mix with industry experts, elite brands and like-minded investors through our unique investment society.