Fund Manager Summary
The fund managers believe that Kinatico Ltd presents a strong investment opportunity due to its impressive growth trajectory. In their opinion, the company has successfully transitioned from a commoditized offering to a robust compliance reg-tech software provider under the leadership of CEO Michael Ivanchenko. They note that Kinatico has delivered annual SaaS growth in excess of 50% over the past three years, with a 58% increase in SaaS revenue to $19.2 million in the first quarter of FY26. This momentum has not gone unnoticed, as broker and investor interest is significantly rising. The fund managers are optimistic about Kinatico's potential, highlighting that momentum is building, not just maintaining, which has investors excited about its compliance solutions.
Source: Trading View
Commentary From The Managers
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DMX Asset Management
31 Oct 2025
$0.36
Summary
- DMX Asset Management has held Kinatico (ASX:KYP) since its early days as CV Check, recognizing its potential despite a commoditized offering.
- A CEO change in 2021 brought Michael Ivanchenko, tasked with enhancing KYP’s compliance reg-tech software, leading to significant growth.
- KYP has achieved annual SaaS growth exceeding 50% over the last three years, indicating strong market demand.
- The company is now attracting significant interest from brokers and investors, reflecting its successful transformation.
- For Q1 of FY26, KYP’s SaaS revenue grew by 58% to $19.2 million, with management noting that "momentum is building, not just maintaining".
- A recent Forbes article highlights the excitement surrounding KYP’s compliance offerings, further validating its market position.
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Please note: The completeness, accuracy or current status of the investments referenced are not guaranteed.
Commentary From The Managers
DMX Asset Management
31 Oct 2025
$0.36
- DMX Asset Management has held Kinatico (ASX:KYP) since its early days as CV Check, recognizing its potential despite a commoditized offering.
- A CEO change in 2021 brought Michael Ivanchenko, tasked with enhancing KYP’s compliance reg-tech software, leading to significant growth.
- KYP has achieved annual SaaS growth exceeding 50% over the last three years, indicating strong market demand.
- The company is now attracting significant interest from brokers and investors, reflecting its successful transformation.
- For Q1 of FY26, KYP’s SaaS revenue grew by 58% to $19.2 million, with management noting that "momentum is building, not just maintaining".
- A recent Forbes article highlights the excitement surrounding KYP’s compliance offerings, further validating its market position.
Summary
Please note: The completeness, accuracy or current status of the investments referenced are not guaranteed.
ANALYST INSIGHT
Equity Research Analyst
"The momentum appears to be shifting in favor of compliance solutions, and Kinatico Ltd seems poised to capitalize on this trend, drawing increasing interest from brokers and investors as they continue to deliver remarkable SaaS growth."
Last Updated: 31 Oct 2025
Query The Data
Frequently Asked Questions
Who is investing in Kinatico Ltd (ASX:KYP)?
Fund managers including DMX Asset Management have invested in Kinatico Ltd (ASX:KYP).
Why do fund managers invest in Kinatico Ltd?
Fund managers are investing in Kinatico Ltd due to its successful transition to a compliance reg-tech software provider, marked by a significant leadership change in 2021. Under CEO Michael Ivanchenko, Kinatico has achieved over 50% annual SaaS growth for three consecutive years, with Q1 FY26 SaaS revenue increasing 58% to $19.2 million. This impressive growth trajectory has garnered increasing interest from brokers and investors, positioning Kinatico as a promising investment in the compliance sector.
What happened to Kinatico Ltd (ASX:KYP)?
Fund managers are investing in Kinatico Ltd due to its impressive SaaS growth, which has consistently exceeded 50% annually since the leadership change in 2021. Under CEO Michael Ivanchenko, Kinatico has successfully transitioned to a compliance reg-tech software offering, resulting in a 58% increase in SaaS revenue to $19.2 million in Q1 FY26. This strong performance has attracted significant interest from brokers and investors, indicating a positive market outlook for the company.