"I think people are getting too hung up on comparisons to...

"I think people are getting too hung up on comparisons to companies like Recon from the insane bull market of 2021"

Scott McMillan's Investor Presentation of Sept 2, 2022 - pages 43 and 44 of the slide deck. He made the explicit comparison and made this statement..
"Invictus’ peers have delivered material re-ratings with assets exhibiting similar or lesser qualities to SG 4571"

This was the last time he made that comparison I believe, but there were 2 other (maybe more) previous presentations where he repeated that comparison.

So I think investors are entitled to be a little hung up on the comparisons drawn by IVZ themselves. Obviously each should do their own DD and not rely solely upon representations made by the company, but I can totally understand why some are 'hung up' on that comparison.