Kairos is an investment club with a focus on fundamental analysis. Some of the investment styles under the ambit of fundamental analysis may include (but not exhaustive):
- Deep value
- Dividend plays
- Long term compounders
- Special situations, such as mergers and spin-offs
We cater for investors with varied investment styles but generally do not accept ideas based on technical analysis.
It is recommended that the submission, in write-up or in presentation form, include the following points:
- Company introduction (including business model)
- Basic financials (to the extent important to the thesis. Full-blown financials are not required.)
- Valuation and/or price target
The submission will be reviewed by the Admission Committee for quality before the member is considered for admission.
Presentation of the idea is a membership requirement for Singapore-based members. Presenters should bear in mind the 10-minute time limit for presentation. A good guideline would be 1 slide per minute, give or take. Presentation content should also be clearly legible.
This will be followed by a 10-minute Q&A session.
It is not necessary for prospective members to do both a write-up and presentation slides.