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Bravura Solutions (ASX:BVS), a wealth management and superannuation software provider, has delivered a turnaround that fund managers increasingly recognise. In September 2026, Forager Funds said Bravura's result was everything it hoped for, with revenue, profit and dividends all growing, though it took some profits afterwards. 1851 Capital rated Bravura a buy, citing record-low customer churn, pricing power and cost cuts, and QVG highlighted accelerating revenue growth, margin expansion and upgraded guidance. LSN rated it a hold, preferring higher-growth names. Bravura operates in the Information Technology sector within the Software industry, and Thesis Tracker has captured 44 comments from 15 fund managers, including Forager, 1851 Capital, QVG and LSN. Founded in 2004 and headquartered in Sydney, Bravura develops administration software for wealth management, superannuation, life insurance and funds administration, serving clients in Australia, the UK and New Zealand.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Endeavor Asset Management, Spheria Asset Management, Forager Funds, Ophir Asset Management, Yarra Capital Management, Datt Capital, Firetrail Investments, Naos Asset Management, Wilson Asset Management, Tamim Funds Management, Seneca Financial Solutions, Maple-Brown Abbott, QVG Capital, Oracle Advisory Group, Ellerston Capital, 1851 Capital and LSN Capital Partners have invested in Bravura Solutions Ltd (ASX:BVS).
Managers highlight high switching costs for administration systems, accelerating revenue growth, margin expansion, record-low churn and pricing power, along with a guidance upgrade, according to Forager, 1851 Capital and QVG.
LSN Capital Partners sees limited top-line growth despite the profitability turnaround, and Forager trimmed its position after a strong result, suggesting some upside is now priced in.
Bravura Solutions Ltd. develops, licenses, and maintains specialized administration and management software. Headquartered in Sydney, Australia, and founded in 2004 by Simon Kenneth Woodfull and Iain Maxwell Dunstan, the company operates across two primary geographical segments: Europe, Middle East, and Africa (EMEA); and Australia and New Zealand (APAC). Bravura provides essential enterprise software solutions designed to streamline complex operational requirements for financial institutions.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.