LongBVSAug 2026
Bravura Solutions Limited
Bravura Solutions was the standout result during the August reporting season. The fund says the company’s turnaround continues, with profit margins expanding and strong cash…
Forager Australian Shares Fund
Concentrated value-oriented portfolio of predominantly ASX-listed small and mid-cap securities, targeting undervalued businesses and long-term outperformance.4 published ideas
The Forager Australian Shares Fund is managed by Forager Funds Management Pty Ltd and targets securities the manager believes are undervalued. The fund typically owns 15–50 businesses and is structured to invest in smaller listed companies that can be inaccessible to larger managers. Forager emphasizes long-term investing, portfolio risk management and alignment with investors.
Ideas from Forager Australian Shares Fund
LongIELAug 2026
IDP Education Limited
IDP Education is managing a difficult operating environment better than it had previously. The fund describes its 2026 results and cash generation as impressive, indicating…
LongBVSAug 2026
Bravura Solutions Limited
Bravura Solutions was the standout result during the August reporting season. The fund says the company’s turnaround continues, with profit margins expanding and strong cash…
LongIELAug 2026
IDP Education Limited
IDP Education is managing a difficult operating environment better than it had previously. The fund describes its 2026 results and cash generation as impressive, indicating…
Letters covered
- Forager Australian Shares Fund Monthly Report August 2026August 31, 2026
- Forager Australian Shares Fund Monthly Report August 2026August 31, 2026
Source PDFs are not republished here; only extracted ideas and quotes.