Who is Bell Asset Management

Who We Are

Global Equity Specialist

Bell Asset Management is a privately owned global equity specialist, led by Chief Investment Officer Ned Bell. The firm is majority beneficially owned by its employees and directors, aligning our interests with those of our clients.

Since 2003, our investment team has focused on researching companies and managing portfolios with the belief that high-quality businesses deliver superior long-term returns. We aim for consistent performance and exceptional client service.

Our investment team manages strategies for institutional and wholesale investors in Australia, and institutional investors worldwide. We use long-only, fundamental, bottom-up strategies to build diversified portfolios. Our key funds include:

‍The Bell Global Equities Fund, our core fund
‍The Bell Global Emerging Companies Fund, which targets small and mid-cap companies (SMIDs)
‍The Bell Global Sustainable Fund, a concentrated fund available in both hedged and unhedged versions.

ESG factors are integrated across all strategies to drive long-term value.

OUR PEOPLE OUR PHILOSOPHY ESG PHILOSOPHY

Bell Asset Management Limited is an Australian company. Australian Business Number: 84 092 278 647.

We hold an Australian Financial Services Licence (AFSL) issued by the Australian Securities and Investments Commission. This permits us to act as an investment manager for wholesale clients and to operate retail and wholesale managed investment schemes. AFSL Licence Number: 231091.

Bell Asset Management Limited (IARD No. 146144) and Bell Asset Management USA Inc (IARD No. 108666) are both registered with the US Securities and Exchange Commission as Investment Advisers. Copies of our ADV-2 reports are available to clients and prospective clients on request. We are Qualified Professional Asset Managers within the meaning of ERISA.

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Who We Are

Global Equity Specialist