Bell Asset Management

Thank you to everyone who attended Bell Asset Management’s Annual Women’s Networking Event. We were fortunate to hear valuable insights from our Chair, Christine Feldmanis, about her career journey. It was a wonderful opportunity to connect and share experiences with one another. We look forward to seeing you all at future events! #SMID #GlobalEquities Helen Squadrito, Xanthe Virtue, Darshana Nair Syama, Nicole Mardell, Katrina Lee, Rob Sullivan,

With the US Federal Reserve looking set to pull off a rare “soft landing”, Bell Asset Management’s chief investment officer, Ned Bell, argues why he believes SMID caps could be a better way to invest for the upcoming US rate cuts than the Magnificent Seven.   #SMID #Stocks #Equities #GlobalEquities Rob Sullivan, Xanthe Virtue, Byron Slessar, Luke Mandekic, James Biggins, Henry Lyons, CFA, Joshua Ivanyi, CIMA®, Samuel Mirls, Phelim O'Neill, Georgia-Louise Tourvas, James Firth

Recently Ned Bell, sat down with Financial Standard to discuss what sparked his interest in global equities, along with the key lessons he learned early in his career that led him to his quality-focused investment philosophy.   #SMID #Stocks #Equities #GlobalEquities Rob Sullivan, Xanthe Virtue Byron Slessar, Luke Mandekic, James Biggins, Henry Lyons, CFA, Joshua Ivanyi, CIMA®, Samuel Mirls, Phelim O'Neill, Georgia-Louise Tourvas, James Firth, Jack Griffin.

Bell Asset Management is delighted to share that we have received a nomination for the Money Management Australia 36th Annual Fund Manager of the Year Awards 2024. Our Bell Global Sustainable Fund – Unhedged Class has been shortlisted for the Responsible Investment Fund of the Year category.   This nomination is a testament to Bell's commitment to responsible investing, as we maintain strong environmental, social, and governance (ESG) characteristics while pursuing positive investment outcomes for our clients.  Congratulations to all the finalists! We are proud to be a part of this distinguished group. #ResponsibleInvestment #FundManageroftheYearAwards#ESG# #GlobalEquities Rob Sullivan, Xanthe Virtue, Ned Bell, Adrian Martuccio, Matt Saddington, The Trust Company (RE Services) Limited ABN 45 003 278 831 AFSL 235 150 is the issuer of the Fund. For general advice only and does not take account the objectives, financial situation or needs of investors. Read the PDS and Target Market Determination (TMD) (available at www.bellasset.com.au) to see if the Fund is right for you. All investments contain risk and may lose value.

Bell Asset Management is delighted to share that we have received a nomination for the Money Management Australia 36th Annual Fund Manager of the Year Awards 2024. Our Bell Global Sustainable Fund – Unhedged Class has been shortlisted for the Responsible Investment Fund of the Year category.   This nomination is a testament to Bell's commitment to responsible investing, as we maintain strong environmental, social, and governance (ESG) characteristics while pursuing positive investment outcomes for our clients.  Congratulations to all the finalists! We are proud to be a part of this distinguished group. #ResponsibleInvestment #FundManageroftheYearAwards#ESG# #GlobalEquities Rob Sullivan, Xanthe Virtue, Ned Bell, Adrian Martuccio, Matt Saddington, The Trust Company (RE Services) Limited ABN 45 003 278 831 AFSL 235 150 is the issuer of the Fund. For general advice only and does not take account the objectives, financial situation or needs of investors. Read the PDS and Target Market Determination (TMD) (available at www.bellasset.com.au) to see if the Fund is right for you. All investments contain risk and may lose value.

With a handful of mega-cap tech stocks continuing to dominate the global equity market, Ned Bell, Chief Investment Officer at Bell Asset Management talks to The Australian’s David Rogers about rising concentration risk and how this could be mitigated via exposure to global SMID-cap companies, while still maintaining strong growth potential.   #SMID #Stocks #Equities #GlobalEquities   Rob Sullivan, Xanthe Virtue Byron Slessar, Luke Mandekic, James Biggins, Henry Lyons, CFA, Joshua Ivanyi, CIMA®, Samuel Mirls, Phelim O'Neill, Georgia-Louise Tourvas, Jack Griffin.

Adrian Martuccio, Co-Portfolio Manager at Bell Asset Management discusses the important role that primary research plays within the team’s investment process, and provides the top eight themes emerging from their trips so far in 2024. #SMID #Stocks #Equities #GlobalEquities Rob Sullivan, Xanthe Virtue, Byron Slessar, Luke Mandekic, James Biggins, Henry Lyons, CFA, Joshua Ivanyi, CIMA®, Samuel Mirls, Phelim O'Neill, Georgia-Louise Tourvas, Jack Griffin.

We’re thrilled to see that our very own Nicole Mardell and Darshana Nair Syama were featured on Livewire Markets’ comprehensive list of female portfolio managers and analysts in Australia for 2024.   We are privileged to employ some of the most talented women in the industry. Their contributions are invaluable, and we take pride in all of their accomplishments.   #InternationalWomensDay #IWD #PortfolioManagers #AssetManagement #WomenInFinance