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Van Der Mandele Arar Fund's investment thesis on Basic-Fit ($BFIT.AS) — Q1 2025 | Buyside Digest

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$BFIT.ASNASDAQBasic-Fit

BULL

Van Der Mandele Arar Fund—BFIT.AS

Fund Letter

Q1 2025

Published April 3, 2025

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$34.96USD

+0.6% vs last month

$17.68Pitched

+97.7% since pitch

Market Cap$2.3B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Basic-Fit experienced a post-earnings decline that the manager views as unjustified, caused primarily by large institutional sellers. Although margins have...

— Joost van der Mandele

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