What smart money is saying about BFF Bank
1 fund in our archive has pitched BFF Bank — most recently Antipodes Global SMID Active ETF in June 2026.
BFF Bank S.p.A. engages in non-recourse factoring and credit management activities towards public administration bodies and private hospitals in Italy, Croatia, the Czech Republic, France, Greece, Poland, Portugal, Slovakia, and Spain. The company offers factoring and lending securities services, payment services, and online deposit account services. It also undertakes custodian banking for investment funds and related services, such as global custody, fund accounting, transfer agent services for national managers, pension, mutual, and alternative funds. In addition, it offers corporate payments, and cheques and bills, as well as operates customers medium-small Italian banks and medium-large companies. The company was founded in 1985 and is headquartered in Milan, Italy.
Get an email when a fund buys, sells or pitches it
Position history
Every position in BFF Bank on record in the archive was reported in Q2 2026, across 1 fund letter — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 1 |
Fund activity · 1 position · 1 move
- New positionAntipodes Global SMID Active ETFJune 2026
“We initiated a position in BFF Bank, the Italian specialty lender, following an 80% drawdown caused by concerns from the Italian regulator regarding how they provision certain loans.”
BFF Bank
Fund coverage · 1 thesis
- Antipodes Global SMID Active ETFJune 2026
BFF Bank is a high-return specialty lender focused on receivables factoring from public administrations, trading at a depressed valuation.
Read the full thesis
Read every full thesis on BFF Bank
Unlock all 1 thesis — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→