LOTUS BLUE PORTALTeam of experts
Unlike any institution where investors work with only one advisor, KOSEC offers an entire team that undertakes investment meetings each day. This gives clients more manpower, better insight and better coverage of the market and opportunities. Therefore, our clients’ money work even harder and they are much better informed of opportunities and their portfolios.
We are one of the very few institutions that employs advisors, therefore they are not under an ACN/ABN or under a commission structure. This maintains the integrity and ethics of the company and ensures that a unified strategy is implemented with the same opportunities brought across to all clients, with decisions made by an investment committee rather than the individual advisor. This creates structure and protects the interest of the client and ensures that all the resources of an institution have been utilised to properly service them.
“We are committed to bring our clients the best level of service in the stock market and be one of Australia’s
leading institutions known for innovation, transparency and performance.”
– Michael Kodari, CEO
Quality research
Daily Market Wraps
Daily Investment Meetings
with a Committee
Every morning our investment committee holds a meeting where we discuss news, research and announcements and businesses on the ASX 300, that are most likely to experience significant changes in share price. Within the discussion, we evaluate the potential best and worst opportunities using an evidence-based approach where we integrate the daily developments with broader fundamental analysis, technical analysis and institutional valuations to identify situations where our general advice is that the market has mispriced a particular stock. This is then provided across to our clients with the reasons why it is a promising opportunity, allow them to ask questions and make a decision on how to best invest their capital.
Monthly Research Report
Corporate finance
Many investors seek opportunities to invest in corporate finance deals such as Pre – IPO’s, IPO’s, rights issues, and
placements. The best opportunities are often hard to source without the right connections. Having a strong network, actively
meeting company directors, attending industry events, associations and government functions, we look for the right opportunities to bring to our clients.
Our CEO, Michael Kodari was also featured as the “Money Expert” on Channel 7 and appeared on the Elevator
Pitch program as an expert panelist with David Koch, where entrepreneurs and talented individuals from across Australia shared their business ideas giving KOSEC access to many corporate finance opportunities.
Conferences
KOSEC hosts interactive conferences as an opportunity for investors to hear insights into the economy, critical market thematics and to identify investment opportunities. These events are held at prestigious venues and include complimentary canapes and drinks for clients, and are an excellent networking opportunity for investors to meet up with like minded peers, industry experts and prominent public figures.
Topics discussed:
- Opportunities in the stock market
- Geo-Political Tensions
- Interest Rate Changes
- Property Market
- Global Synchronised Growth
- USD / AUD
- Oil / Gas / Renewable Energy
- Commodities
“KOSEC is for investors that are concerned about finding the right opportunities to grow their wealth” – Michael Kodari, CEO
Events & Community
KOSEC hosts events and functions for our clients to help them interact with other members and learn more about the stock market by talking to our team of experts in a more relaxed setting, also building a stronger partnership.
KOSEC goes above and beyond to create a community where our members can interact with like-minded individuals and clients that include the likes of distinguished guests, business leaders, politicians and professional athletes. Visiting our events provides you with an opportunity to spend time with some of our industry experts and brand partners such as Rolls Royce, Aston Martin, Bentley, Fairfax & Roberts, J Farren-Price, Coco Republic, Brioni, Canali, Billich Art Gallery and American Express to name a few.
Investment Portal
Lotus Blue gives our clients an entire new level of experience and support when investing in the stock market. The intention of the Lotus Blue Portal is to revolutionise the way stocks are analysed and filtered, by providing a platform that’s interactive, evidence based, easy to use with educational material and information to simplify investing to save you the stress, time and money to provide further security and support in managing your portfolio and selecting the right opportunities.
