Every morning, the Investment Committee, led by KOSEC CEO Michael Kodari, collate news, research, and announcements in order to gauge ASX-listed businesses. This enables the team to deliver general share market advice to the client base. Within the discussion, the team evaluate the potential opportunities for buying and selling stocks utilising an evidence-based approach. The Investment Committee assimilate the daily developments with broader fundamental analysis, technical analysis and broker calls. They then use this data to identify situations where our General Advice is that the market has mispriced a particular security.
KOSEC Daily Investment Meeting
This general share market advice is then cascaded across to our clients so that they can learn about this research, ask questions and make a decision about how to allocate their capital in the market.
The breadth of Australian Securities is substantial; there are a considerable amount of choices of direct shares in listed businesses, listed investment companies, exchange traded products and real estate investment trusts. Given that there are so many options, moving pieces, and continuous announcements it is easy to get overwhelmed in a data overload. Our team of professionals collate data and statistics so that we have all the evidence required to help clients with wealth creation decisions.
Each attendee examines the movements of different financial markets overnight, announcements published to the exchange, institutional broker calls and the available heuristic of recent media commentary. Each of these areas can move prices, and considering each of them means we do not look to provide stock tips in a vacuum, but rather operate a detailed breakdown of the evidence in order to deliver a logical approach to ASX investing.
Michael Kodari chairs these meetings and utilises his experience in funds management, research houses and wealth management over the past decade. Investing in the best stocks to buy requires a meticulous process of evaluating quality, value, sector trends and price action in order to reduce risk and hopefully deliver returns over time.
KOSEC clients are then delivered market intelligence in a range of forms in order to gain greater confidence, clarity and enjoyment of the market. Through market summaries, stock reports and video content the team capture the available information about each instance in which we feel there is evidence that a particular security is mispriced in the short run. Not only does the firm produce intelligence that can be read, reviewed and retained but we are also designed to provide communication to our clients so that each element is well understood. Through meetings, conferences and conversations we are able to answer any questions about what we have written and convey general share market advice to our clients, whether they are seasoned value investors or just getting started in investing in shares.