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We have a deep-rooted commitment to living out our mission and purpose with unwavering dedication. Our management team is laser-focused on exploring and tackling the following important questions:
These thought-provoking questions have not only played a pivotal role in shaping KOSEC’s mission and purpose but have also fostered genuine connections with both our valued clients and our exceptional employees.
Embedded within KOSEC’s DNA, our vision harmonizes seamlessly with our values and aspirations, fuelling expansive dreams and an unwavering drive for success within our team. It isn’t a distant destination; it encapsulates both our present and future, fostering profound understanding among clients and team members alike regarding the true essence of our business. This pervasive motivation serves as a perpetual reminder that our ambitions transcend the everyday, propelling us towards a grander, overarching objective.
Our relentless pursuit revolves around delivering nothing short of exceptional product and service offerings, all meticulously crafted to exceed the expectations of our valued clients.
At the core of our actions lies an orbit around client satisfaction and feedback, infusing our journey with a commitment to continuous improvement.
Empowerment through ownership, where actions ignite possibilities and results shape destinies.
Upholding the art of commitment, where promises transform into badges of honor.
Championing innovation and creativity, we embrace and bring to life creative ideas that chart a pioneering path in the industry.
We cast a spotlight on the reasoning behind every decision, fostering a deep connection woven with threads of transparency and empowerment.
Our team exemplifies this through their actions, interactions, and the exceptional care they extend to one another and our clients. This harmony fosters a work environment that's both rewarding and productive.
Furthermore, on a daily basis, our team conducts comprehensive research spanning foreign exchange, commodities, company updates and announcements, changes in analyst ratings, broker calls, institutional valuations and recommendations. This meticulous analysis is aimed at identifying potential stocks that could present lucrative opportunities or exhibit vulnerability in light of these dynamic events.
Every day, we diligently scrutinize macroeconomic developments, encompassing global events from the US, China, and Europe, as well as pertinent domestic news such as GDP, inflation, unemployment rates, retail sales, and more within our own economy. This rigorous analysis helps us pinpoint sectors within the market that stand to gain from or face vulnerabilities due to these factors.
Our strategic choice to scrutinize the top 500 companies by market capitalization is rooted in their exceptional liquidity, extensive coverage by major institutions, and consistent track record. This approach aligns with our commitment to minimizing risk while maximizing potential returns.
Our dedicated team of analysts and researchers diligently track these companies on a daily basis. They meticulously review company announcements, stay abreast of news, and immerse themselves in articles from reputable sources. By doing so, we ensure that we remain at the forefront of any information that could impact the stock price of these businesses. This proactive approach empowers us to make well-informed decisions that drive your investment success.
Our key fundamental filtering criteria of a company includes:
Understanding the perception of a company within the broader market is crucial. We delve into how major institutions assess and value the companies of interest, as this offers valuable insights into overall market sentiment. By gaining access to the ratings and valuations assigned by these institutions, we gain an unbiased perspective, allowing for a more comprehensive due diligence process. We meticulously monitor day-to-day shifts in valuations, along with upgrades and downgrades from major institutions, curating and delivering this invaluable intelligence to our clients. These shifts can unveil potential opportunities or raise awareness of increased risk associated with stocks held in our clients’ portfolios.
We offer our clients access to valuations and ratings from major institutions of the likes of Goldman Sachs, UBS, Morgan Stanley, Macquarie, Credit Suisse, and Citi Bank. This exclusive wealth of information, not readily accessible elsewhere, equips our clients to make informed decisions rooted in a deep comprehension of the market sentiment.
Valuing a company is a complex endeavor, given the myriad of factors, both tangible and intangible, that can influence its worth. Traditional institutional valuation models, while tried and tested, can sometimes miss the mark due to their inherent limitations. By combining these traditional valuations with our proprietary model, we aim to capture the true essence of a company’s intrinsic value.
While many models focus heavily on established methods like the P/B-ROE Model, Residual Income Model, and Discounted Cash Flow (DCF) Model, we have broadened our approach. By embracing a wider spectrum of metrics, we not only improve the precision of our assessments but also enhance their comprehensiveness. This ensures our valuations are not only more accurate but also resilient in the face of changing market dynamics.
Our endeavor goes beyond simply identifying undervalued investment-grade companies in prime sectors. We delve deeper into the world of technical analysis, a crucial discipline that aids in mitigating risk and increasing returns.
By deciphering price action, market structure, and pinpointing areas of value, we unlock the essence of acquiring exceptional companies at precisely the right time that possess a favourable risk to reward ratio. This endeavor, a challenge embraced by both institutional and retail investors, requires deep insights, niche expertise, and decades of charting wisdom. Steering clear of market peaks and skillfully navigating downturns, shields against drastic price drops, minimizing opportunity costs and saving time.
Leaving no stone unturned, we harness the power of our in-house Artificial Intelligence/Machine Learning software. Crafted by the brilliance of some of the world’s top programmers, who have crafted algorithms for esteemed hedge funds and institutions, our software stands as a pinnacle of technological advancement. This machine learning marvel empowers us to elevate our decision-making in investment meetings, drawing insights from real-time data streams.
Guided by this software’s acumen, we navigate the labyrinth of possibilities, sieving out low-risk gems while continually assessing the ever-evolving market landscape. Our vigilant investment team receives timely alerts on any stocks within our clients’ portfolios that warrant a closer look due to potential risks. This proactive approach allows us to promptly replace vulnerable positions with promising low-risk opportunities, ensuring your capital remains safeguarded with unwavering diligence.
93.81%
95%
Stock
Recommended 'Buy' Price 06.01.14
Closing Price as at 17.03.16
Total Return
TPM
5.32
10.31
93.80%
BTT
5.80
9.62
65.86%
VOC
3.60
7.66
112.78%
DMP
16.89
56.82
236.41%
RHC
43.23
60.78
40.60%
AMM
2.16
2.45
13.43%
Average Total Return
93.81%
ALL ORD
17.06.2022
1.865
-1.90%
ASX 200
17.06.2022
1.865
-2.94%
Outperformed All Ords By
95.71%
No Data Found
*Past performance is not an indicator of future performance. *Assuming equal portfolio weights of 16.67%.
Dividends and execution costs are not included. (KOSEC’s execution fees are 1.1% Inc GST or min $33). * AMM was taken over by VOC on 09/07/2015. Closing price for AMM reflective as of delisting.
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Sydney NSW 2000
1300 854 151
© 2023 KOSEC | Kodari Securities Pty Ltd | ABN 90 147 963 755 | FSG | Terms & Conditions | Disclaimer & Legal
© 2023 KOSEC | Kodari Securities Pty Ltd
ABN 90 147 963 755
KOSEC - Kodari Securities does not provide any investment advice, nor is anything mentioned an offer to sell, or a solicitation of an offer to buy any security or other instrument. Anything discussed is for informational purposes only and does not address the circumstances or needs of any particular individual or entity. Investing in the stock market is high risk. Under no circumstances should investments be based solely on the information provided. We do not guarantee the security or completeness of information on this website and are not held liable. Kodari Securities PTY Ltd trading as KOSEC is a corporate authorized representative (AFSL no.246638) which is regulated by the Australian securities and investment commission (ASIC).
