Letters by company

Johns LYNG Group Ltd

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

Forager Funds Management Monthly Report | July 2025 Forager Australian Shares Fund discussed Johns Lyng’s agreed private-equity takeover after weather-related weakness in building restoration activity. It retained conviction in Catapult’s long-term sports-technology opportunity while cutting the position as its valuation rose, and pointed to Plenti’s record loan originations and improving bad debts. July 2025 CAT $703MPLT $98M
Forager Funds Management Annual Report Forager attributes its opportunity set to passive selling, thematic ETF flows and index inclusion, using market volatility to buy underfollowed companies and trim positions when valuations outrun fundamentals. The International Fund added Comfort Systems and recycled UK holdings, while the Australian Fund backed turnarounds including Catapult, AMA Group and MotorCycle Holdings. 2025 financial year 3697 $1.4B3769 $4.1B4194 $2.4B