Bravura Solutions Ltd

• FF Forager Funds Management Forager Australian Shares Fund Monthly Report | July 2026 ↗ Forager Australian Shares Fund cited Bravura’s earnings upgrade and cost discipline as evidence that established software providers can still expand margins and generate cash. It assessed OFX’s proposed acquisition of Equals Group and Experience Co’s planned sale of its Australasian skydive operations to Inflite as credible, though conditional, strategic outcomes. July 2026 BVS $1BEXP $52MOFX $138M
• FF Forager Funds Management Monthly Report July 2026 ↗ Forager Australian Shares Fund discussed Bravura’s upgraded cash-profit guidance and argued that stronger software incumbents can still expand margins through cost discipline. It reviewed OFX’s proposed acquisition of Equals Group and Experience Co’s potential sale of its Australasian skydive operations to Inflite. July 2026 BVS $1B
• 1C 1851 Capital 1851 Emerging Companies Fund July 2026 Monthly Report ↗ 1851 Emerging Companies Fund cited Bravura Solutions, IRESS, Viva Energy and Coast Entertainment as contributors after trading updates, software sentiment and refining conditions improved. Wagners detracted despite steady east-coast infrastructure indicators, while softer inflation strengthened the case against further rate hikes amid weak domestic trading updates. July 2026 —

All coverage of BVS →