Letters by company
Bravura Solutions Ltd
2 letters discussing BVSFF. Everything written about it on this site is on its ticker page.
- Forager Funds Management Monthly Report August 2026: Australian Shares Fund Bravura Solutions’ margin expansion, cash generation and shareholder payouts have driven a recovery that has brought the shares closer to fair value. EML Payments remains a small holding amid continued deterioration, while IDP Education, Nanosonics, Tyro Payments and Praemium face crucial tests in the coming financial year. August 2026 BVSFF $1BEMCHF $87MIDPUF $707M
- Forager Funds Management Monthly Report February 2026 Forager Australian Shares Fund reduced holdings during the 2025 small-cap rally and has begun redeploying cash into Catapult, Bravura and Paragon Care. It attributes February’s broad share-price declines to a reversal in sentiment toward small-cap industrials, while several companies reported results that met or exceeded expectations. February 2026 EXP $42MIDPUF $707MNNCSF $568M