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