KOSEC Monthly Reports

Each month, the KOSEC team capture the information we feel is most helpful to our clients for the weeks ahead. Through our calendar, macro summaries by region, the CEO’s message and organisational roundup, we run through what has changed since we last talked. We then seek to highlight a series of businesses which we think are potentially undervalued at the point of publishing. We cover their model, personnel, competitors, balance sheet and profile amongst the institutions to highlight the salient facts behind their operation. From this we hope we will steadily curate a series of high quality businesses which could assist each client with their investments, broader knowledge and enjoyment of following the market.

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