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October 2022
Important Information:
This webinar contains information specifically intended for institutional clients, asset consultants, advisers, platforms and researchers, who are professional investors and wholesale clients (as defined in the Corporations Act 2001).
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Bell Asset Management, a global equities boutique manager, today announced that it had been awarded $500 million global small and mid-cap equity mandate from industry super fund, Hostplus.
Hostplus, CEO, David Elia commented: “We look forward to working with Bell Asset Management to manage a Global SMID strategy for Hostplus’ developed markets portfolio. Bell’s strong long-term performance record, the quality of the team and a disciplined investment approach were the key factors in our making them part of our growing and diversified portfolio. We expect this strategy to add resilience to Hostplus’ asset class structure in light of the increasing market uncertainty.”
Ned Bell, Chief Investment Officer of Bell Asset Management commented: “We are delighted to have been selected by Hostplus, after an extensive due diligence process. We’re looking forward to working with the Hostplus team to manage funds on their members’ behalf. We understand the importance of this decision and greatly appreciate the opportunity.”
Rob Sullivan, Managing Director, Strategy and Distribution, of Bell Asset Management said: “We are seeing increasing demand for this segment of the market as investors look for sources of alpha at lower levels of risk versus other growth options. We look forward to building a strong and long partnership with Hostplus and delivering the best results we possibly can for its members.”
Bell Asset Management’s core focus is its global equity capability and it has consistently outperformed its global benchmarks and peers since 2003. Bell Asset Management’s Global Small and Mid-Cap strategy has out-performed the MSCI World SMID Cap index by +5.3%p.a over the past 5 years, returning *12.2%p.a. Since its inception in January 2003, our flagship Global Core strategy has returned 9.3%p.a. outperforming the MSCI World index by +2.2%p.a.
Gross returns in AUD as at 30 September 2022.
--ENDS
About Bell Asset Management
Bell Asset Management Limited (BAM) is an independently owned specialist investment manager based in Melbourne, Australia. BAM is a manager of global and domestic equity portfolios that employs tried and tested over differing market cycles, an ESG integrated, ‘Quality at Reasonable Price’ investment approach. The Melbourne based investment team has been managing global equity portfolios since 2003.
Important information: This document has been prepared by Bell Asset Management Limited (BAM) ABN 84 092 278 647, AFSL 231091 for information purposes only and does not take into consideration the investment objectives, financial circumstances or needs of any particular recipient – it contains general information only. Past performance is not necessarily indicative of expected future performance.
For media:
Judith Bence
COO, Senior Consultant e judith@honner.com.au
t +61 2 8248 3700
Bell Asset Management, a global equities boutique manager, today announced that it had been awarded $500 million global small and mid-cap equity mandate from industry super fund, Hostplus.
Hostplus, CEO, David Elia commented: “We look forward to working with Bell Asset Management to manage a Global SMID strategy for Hostplus’ developed markets portfolio. Bell’s strong long-term performance record, the quality of the team and a disciplined investment approach were the key factors in our making them part of our growing and diversified portfolio. We expect this strategy to add resilience to Hostplus’ asset class structure in light of the increasing market uncertainty.”
Ned Bell, Chief Investment Officer of Bell Asset Management commented: “We are delighted to have been selected by Hostplus, after an extensive due diligence process. We’re looking forward to working with the Hostplus team to manage funds on their members’ behalf. We understand the importance of this decision and greatly appreciate the opportunity.”
Rob Sullivan, Managing Director, Strategy and Distribution, of Bell Asset Management said: “We are seeing increasing demand for this segment of the market as investors look for sources of alpha at lower levels of risk versus other growth options. We look forward to building a strong and long partnership with Hostplus and delivering the best results we possibly can for its members.”
Bell Asset Management’s core focus is its global equity capability and it has consistently outperformed its global benchmarks and peers since 2003. Bell Asset Management’s Global Small and Mid-Cap strategy has out-performed the MSCI World SMID Cap index by +5.3%p.a over the past 5 years, returning *12.2%p.a. Since its inception in January 2003, our flagship Global Core strategy has returned 9.3%p.a. outperforming the MSCI World index by +2.2%p.a.
Gross returns in AUD as at 30 September 2022.
--ENDS
About Bell Asset Management
Bell Asset Management Limited (BAM) is an independently owned specialist investment manager based in Melbourne, Australia. BAM is a manager of global and domestic equity portfolios that employs tried and tested over differing market cycles, an ESG integrated, ‘Quality at Reasonable Price’ investment approach. The Melbourne based investment team has been managing global equity portfolios since 2003.
Important information: This document has been prepared by Bell Asset Management Limited (BAM) ABN 84 092 278 647, AFSL 231091 for information purposes only and does not take into consideration the investment objectives, financial circumstances or needs of any particular recipient – it contains general information only. Past performance is not necessarily indicative of expected future performance.
For media:
Judith Bence
COO, Senior Consultant e judith@honner.com.au
t +61 2 8248 3700
