Investment Clusters

Kora focuses on five core investment clusters, focusing on researchable segments with large market opportunities and the potential for long-term growth. Within each of our clusters, we look for companies that can establish meaningful competitive differentiation and defend that advantage over time.

Click below to read more about our research areas.

 

Niche Financials

Emerging Internet

Connectivity

Brands & Retail

Industrial Evolution

 

Niche Financials

Insurance | Microfinance | Payments | Specialty Finance | Wealth Management

Specialized businesses with advantages on the asset generation or funding side present
unique research opportunities. Management execution across credit cycles can be
particularly important here.


Emerging Internet

E-Commerce | O2O Services | Online Listings | Online Travel | Social Media/Gaming

Look past open-ended growth stories to understand fundamental dynamics of rapidly
developing internet businesses. Marketplace models creating monopolistic market
structures often serve as starting points for research.


Connectivity

Data Centers | Fixed Broadband | Mobile Broadband | Pay TV | Telecom Towers

Developing communications technologies (including fixed-line and mobile broadband)
require development of corresponding infrastructure. We research both the pipes and
providers connecting people and businesses in our markets.


Brands & Retail

Automotive | Beverages | Food/Candy/Snacks | Hypermarkets | Restaurants

Businesses success or failure researched through the lens of brand strength and/or
distribution advantages. Rapid development of online retail provides an additional dynamic
that can destabilize traditional consumption patterns and retail infrastructure.


Industrial Evolution

Alternative Energy | Construction | Fuel Distribution | Logistics | Warehousing

Old-world businesses that provide infrastructure and logistics remain the backbone of
commercial activities in our markets. Market share, execution capabilities, and regulatory
structure all matter in evaluating these opportunities.


Illustrated History

Every year we summarize our research and investment activity through a different visual lens. Click on the links below to see our historical visualizations.

(username and password required)