My starting investment thesis for KOV - encapsulated in this post: "Tectonic Shifts in Industry Structure" https://hotcopper.com.au/posts/43514527/single - can, I think, be summarised using the following schematic:
As can be seen by the "hands" on the clock of "The Cycle", I think that we are somewhere between 10:00 and 11:00; so while a lot of the Long ALPHA has been delivered over the past 4 or 5 years, I feel there is still a meaningful amount remaining to be harvested.
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Ann: 30 June 2022 Annual Results - Press Release, page-6
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