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 over 20 years of experience in the investment industry researching and managing global, international and regional equity strategies across differing market cycles. Ned is primarily responsible for the overall return outcomes of client portfolios and providing investment leadership. In addition to this, he has primary research coverage responsibilities for Materials and Telecommunications sectors and secondary responsibilities over Industrials and Health Care sector stocks.
Ned has over 20 years of experience in the investment industry researching and managing global, international and regional equity strategies across differing market cycles. Ned is primarily responsible for the overall return outcomes of client portfolios and providing investment leadership. In addition to this, he has primary research coverage responsibilities for Materials and Telecommunications sectors and secondary responsibilities over Industrials and Health Care sector stocks.
Adrian joined Bell Asset Management in September 2007 and has over 19 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 over 19 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 20 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 20 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 and has 19 years of experience in the investment management industry gained in the UK and Australia. Nicole has primary research responsibilities as a global small and mid cap generalist and is co-lead on the Consumer Discretionary and Consumer Staples sectors.
Nicole joined Bell Asset Management in November 2010 and has 19 years of experience in the investment management industry gained in the UK and Australia. Nicole has primary research responsibilities as a global small and mid cap generalist and is co-lead on the Consumer Discretionary and Consumer Staples sectors.
Matt joined Bell Asset Management in April 2018 and has over 20 years’ experience in fundamental equity analysis and portfolio construction in global equities. His primary coverage responsibilities are the small and mid cap investment universe.
Matt joined Bell Asset Management in April 2018 and has over 20 years’ experience in fundamental equity analysis and portfolio construction in global equities. His primary coverage responsibilities are the small and mid cap investment universe.
Joel has 13 years of experience in the investment management industry. 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 is also responsible for the trade execution function.
Joel has 13 years of experience in the investment management industry. 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 is also responsible for the trade execution function.
Xia joined Bell Asset Management in September 2018. After acquiring her Masters of Commerce (Finance) and Bachelor of Commerce (Honours) degrees from the University of Melbourne, Xia worked as an international trade analyst at China Citic Bank in Beijing. Following a return to Melbourne, Xia gained experience at KPMG as a tax consultant in the funds sector, at NAB Asset Servicing as a fund performance analyst, at Contango Asset Management as an associate analyst covering Australian equities, and at Ellerston Capital as a research analyst covering Asia ex-Japan equities.
Xia joined Bell Asset Management in September 2018. After acquiring her Masters of Commerce (Finance) and Bachelor of Commerce (Honours) degrees from the University of Melbourne, Xia worked as an international trade analyst at China Citic Bank in Beijing. Following a return to Melbourne, Xia gained experience at KPMG as a tax consultant in the funds sector, at NAB Asset Servicing as a fund performance analyst, at Contango Asset Management as an associate analyst covering Australian equities, and at Ellerston Capital as a research analyst covering Asia ex-Japan equities.
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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