Letters by company

Gentrack Group Ltd

2 letters discussing GTK. Everything written about it on this site is on its ticker page.

Forager Funds Management Annual Report Forager Funds completed its platform consolidation and argued that dispersed small-cap valuations create opportunities beyond concentrated US indices. The International Fund sold Open Lending and Janus International, while the Australian Fund reduced Gentrack, exited Seven West Media and recycled capital toward recurring-revenue businesses. 2024 financial year APG $17BCAT $734MCLH $17B
Forager Funds Management Forager Australian Shares Fund Monthly Report May 2024 Tourism Holdings cut profit guidance as weaker used-campervan sales compounded soft rental markets, prompting Forager to add to its holding after the share-price fall. Catapult Group reached cash profitability as its sports-tracking software business grew, and Forager argues its market leadership, video product and pricing opportunity leave substantial upside. May 2024 CAT $734MTHL