ASX:BVS

Clime Asset Management

With reporting season now behind us we have gained a more complete picture of how all of our portfolio holdings have performed for the first half of 2018. While some have disappointed relative to expectations, there were two standout small-caps within the technology space that comfortably exceeded forecasts. Here we... Show More

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Clime Asset Management

It’s often said that Australians are a nation of travellers. One could stretch to almost any corner of the globe and stumble across an Aussie. Given the increasingly global context of business and economics, we would suggest that the intrepid nature present in individual Australian travellers is increasingly prevalent in... Show More

Mark Bryan

Wilsons recently initiated research coverage on Bravura (BVS) where we see material upside for investors. When searching for strong technology companies we are typically looking for some key characteristics including: a scalable platform, strong IP, operational leverage and recurring revenue. We believe BVS exhibits all these attributes. Show More