INVESTMENT MANAGERS

Bell Asset Management

Global equities and global SMID specialists

www.bellasset.com.au
Investment Managers

About Bell Asset Management

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.

Philosophy & Process

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.

Investment Team

Investment Funds

Bell Global Equities Fund ARSN 096 281 300 and Bell Global Emerging Companies Fund ARSN 160 079 541 (together ‘the Funds’). Responsible Entity and Investment Manager: Bell Asset Management Limited ACN 092 278 647 AFSL 231091 (BAM). Distribution by Channel Capital Pty Ltd ACN 162 591 568 AR No. 001274413 (Channel). Neither BAM nor Channel warrant the accuracy, reliability or completeness of the information. This communication is general information only and has been prepared without taking into account your particular investment objectives, financial situation or needs. The value of an investment can rise and fall and past performance is not indicative of future performance. An investor should, before making any investment decisions, consider the appropriateness of the information in this document, and seek professional advice, having regard to the investor’s objectives, financial situation and needs. Applications to invest will only be accepted if made on a valid application form. For further information and before investing, please read the product disclosure document (PDS) which is available from www.bellasset.com.au.

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