Bell Asset Management bolsters team to deepen distribution capabilities


Global equities boutique manager, Bell Asset Management (BAM), has appointed two new relationship managers to bolster its institutional and wholesale distribution capabilities.

Amanda MacDonald will add further depth to Institutional Distribution and brings over ten years’ industry experience having worked for Pendal, JP Morgan, UBS, and Macquarie Bank amongst others.

James Archer who officially started his role late last year, brings over five years’ experience in funds management having worked for both Challenger and Fidante Partners, among others. He will work closely with Head of Wholesale Xanthe Virtue.

Commenting on the appointments, Managing Director, Strategy and Distribution, Rob Sullivan, said BAM was experiencing unprecedented levels of interest for its institutional and wholesale offerings and the two recent hires were indicative of the boutique manager’s continued growth and focus on delivering high quality service to its clients.

“We’re seeing increased investor interest in our global equities strategies which can be attributed to BAM’s success and proven track record of delivering alpha in times of market volatility and uncertainty.”

For the year to 31 December 2018, the Bell Global Equity Fund (Platform) outperformed its relative benchmark MSCI World ex Australia Index by 5.4%and the Bell Global Emerging Companies Fund (which invests in global small and mid-cap companies) outperformed the MSCI World SMID Index by 10.5%.

“The solid performance of our funds is due to the high-quality calibre of our team and investment strategy. It is with great pleasure that I welcome James and Amanda where they will play a pivotal role in supporting BAM as it continues to attract institutional and retail interest,” said Mr Sullivan.

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