Bell Asset Management is a specialist global equities investment manager focused on delivering long term growth through active management of global equities in the large cap and global small and mid cap (SMID) companies sectors. Under the leadership of Chief Investment Officer Ned Bell, the investment team has been managing and researching global companies since 2003 and has a long track record of investing through the market cycle. Bell Asset Management provides long only fundamental/bottom up global equity solutions to a diversified investor base across the world.
The investment team firmly believes that a portfolio of very high quality businesses will deliver above average returns over the medium to long term. It seeks to identify superior companies with sustainable competitive advantages and an ability to consistently generate above average returns on capital.
The investment team employs a ‘bottom-up’ stock selection approach to investing in global equities utilising Quality at a Reasonable Price or QARP. QARP provides exposure to quality companies at a reasonable price, that is, investing in high quality businesses while not overpaying for them. It starts with a wide universe of approximately 900 companies and through its disciplined and quality filters, constructs a portfolio of between 35-55 companies in the Bell Global Emerging Companies Fund and 90-110 companies in the Bell Global Equities Fund.
Ned has 25 years of experience in the investment management industry in the US and in Australia managing retail and institutional client assets which includes over 21 years at Bell Asset Management. Ned gained his stock selection and portfolio construction skills while working in Boston, Massachusetts, San Francisco, California and Washington DC.
Ned is primarily responsible for the overall return outcomes of client portfolios and providing investment leadership. In addition to Ned’s portfolio management duties, he has primary research coverage responsibilities for Materials and Telecommunications sectors and secondary responsibilities over Industrials and Health Care sector stocks that are eligible for research across the cap spectrum in developed and emerging markets.
Ned has 25 years of experience in the investment management industry in the US and in Australia managing retail and institutional client assets which includes over 21 years at Bell Asset Management. Ned gained his stock selection and portfolio construction skills while working in Boston, Massachusetts, San Francisco, California and Washington DC.
Ned is primarily responsible for the overall return outcomes of client portfolios and providing investment leadership. In addition to Ned’s portfolio management duties, he has primary research coverage responsibilities for Materials and Telecommunications sectors and secondary responsibilities over Industrials and Health Care sector stocks that are eligible for research across the cap spectrum in developed and emerging markets.
Adrian joined Bell Asset Management in September 2007 and has 22 years of experience in the investment management industry managing global equities for foundation and institutional client assets. Adrian is responsible for portfolio construction and research of eligible stocks that pass the quantitative screens in Energy, Financials, Information Technology and Utilities sectors and secondary responsibilities over the Telecommunications sector.
Adrian joined Bell Asset Management in September 2007 and has 22 years of experience in the investment management industry managing global equities for foundation and institutional client assets. Adrian is responsible for portfolio construction and research of eligible stocks that pass the quantitative screens in Energy, Financials, Information Technology and Utilities sectors and secondary responsibilities over the Telecommunications sector.
Patrik joined Bell Asset Management in March 2011 and has over 25 years experience in the securities and investment management industries. Patrik gained his equities research skills while working in Stockholm, London and Melbourne. Patrik has primary research responsibilities for eligible stocks that pass the quantitative screening in the Industrials sector and secondary research coverage responsibilities over Energy and Materials sectors.
Patrik joined Bell Asset Management in March 2011 and has over 25 years experience in the securities and investment management industries. Patrik gained his equities research skills while working in Stockholm, London and Melbourne. Patrik has primary research responsibilities for eligible stocks that pass the quantitative screening in the Industrials sector and secondary research coverage responsibilities over Energy and Materials sectors.
Nicole joined Bell Asset Management in November 2010 to research eligible stocks across the cap spectrum within her research coverage responsibilities in developed and emerging markets. Nicole has primary research responsibilities as a Global SMID Generalist and is co-lead on the Consumer Discretionary and Consumer Staples sectors.
Nicole joined Bell Asset Management in November 2010 to research eligible stocks across the cap spectrum within her research coverage responsibilities in developed and emerging markets. Nicole has primary research responsibilities as a Global SMID Generalist and is co-lead on the Consumer Discretionary and Consumer Staples sectors.
Matt joined Bell Asset Management in April 2018. He has over 23 years’ experience in fundamental equity analysis and portfolio construction in global equities. Matt first started analysing and investing in global equities in 1998, at the beginning of the dot-com bubble and has vast experience in investing and portfolio construction through numerous business cycles since then.
Matt joined Bell Asset Management in April 2018. He has over 23 years’ experience in fundamental equity analysis and portfolio construction in global equities. Matt first started analysing and investing in global equities in 1998, at the beginning of the dot-com bubble and has vast experience in investing and portfolio construction through numerous business cycles since then.
Joel Connell is a Senior Global Equities Analyst with 16 years of experience in the investment management industry, gained at Bell Asset Management. Joel has primary research coverage responsibilities for the Health Care and Consumer Staples sectors and secondary responsibilities in the Financials sector across the cap size spectrum in developed and emerging markets.
Joel Connell is a Senior Global Equities Analyst with 16 years of experience in the investment management industry, gained at Bell Asset Management. Joel has primary research coverage responsibilities for the Health Care and Consumer Staples sectors and secondary responsibilities in the Financials sector across the cap size spectrum in developed and emerging markets.
Andrew Sleeman is Senior Investment Strategist with over 35 years of experience in global markets. Andrew has research coverage responsibilities for the Financials and Industrials sectors.
Andrew Sleeman is Senior Investment Strategist with over 35 years of experience in global markets. Andrew has research coverage responsibilities for the Financials and Industrials sectors.
Darshana has 9 years of experience in Equity Research covering Consumer and Media stocks in Australia and globally. Darshana joined Bell Asset Management (BAM) in 2023 and covers the Consumer and Healthcare sectors.
Darshana has 9 years of experience in Equity Research covering Consumer and Media stocks in Australia and globally. Darshana joined Bell Asset Management (BAM) in 2023 and covers the Consumer and Healthcare sectors.
Gain access to global small and mid cap companies around the world and diversify away from mega and large cap exposures.
Gain access to high quality global companies and diversify away from domestic equity exposures.
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