Bell Asset Management receives two ‘Recommended’ ratings from Zenith


Global equities boutique manager, Bell Asset Management (BAM), has received two ‘Recommended’ ratings in its inaugural reviews of the Bell Global Emerging Companies Fund and Bell Global Equities Fund (Platform).

Commenting on the ratings, Chief Investment Officer, Ned Bell, said the two ‘Recommended’ ratings from Zenith was a great result which was indicative of Bell Asset Management’s long-term track record of investing in global equities, the strength of its investment team and consistent outperformance.

“Over the last 16 years, BAM’s focus on quality has enabled us to deliver strong and consistent returns to investors throughout various market cycles. Our disciplined and research-intensive approach to stock selection has proven that BAM is well positioned to generate continuous results to investors,” said Mr Bell.

As at 31st October 2018, the Bell Global Equities Fund (Platform) has produced a 1-year net return of 14.18%, outperforming its benchmark (MSCI World ex Australia Index) by 4.58%.

Over the same period, the Bell Global Emerging Companies Fund delivered a 1-year net return of 14.54% outperforming its benchmark (MSCI World SMID Cap Index) by 9.03%.

In addition to above par portfolio performance, Mr Bell said that both retail and institutional investor interest in BAM’s active strategies, including the BAM Global Small and Mid-Cap (SMID) strategy, was growing due to increasing concerns over global equity market volatility, combined with BAM’s solid track-record of generating alpha through various market conditions.

“Passive investment strategies have served investors well over the last nine years but now, with volatility returning to the market, we are seeing a pivot to active investment.
This positions us well, given the defensive nature of our portfolio and our strong track-record of delivering alpha in times of volatility and market uncertainty, Mr Bell said.

According to Mr Bell, the BAM Global SMID strategy was gaining a lot of traction with investors seeking insulation against potential global trade risks.

“Escalating trade war concerns and overcrowding in US mega caps is resulting in greater investor interest in Global SMID which is less exposed to risks posed by a deterioration in global trade.

“In our view, Global SMID offers the best comparative upside and downside capture and provides a way for investors to diversity their mega and large cap exposure,” Mr Bell added.

Bell Asset Management is led by investment veteran Ned Bell and has been managing global equities strategies since 2003.

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