Channel Capital and Bell Asset Management announce strategic distribution partnership

From

Ned Bell

Channel Capital, a multi-boutique investment services company, has entered into a strategic distribution partnership with Bell Asset Management, a specialist global equities asset management firm.

With A$2.4 billion assets under management as at 31 August 2019, Bell Asset Management is a specialist global equities investment manager focused on delivering long term growth through active management of global equities. Headquartered in Melbourne, Bell Asset Management provides long only fundamental/bottom up global equity solutions to a diversified investor base, including institutional and wholesale/sophisticated clients as well as financial advisers.

The distribution partnership is focused on driving engagement with research houses, financial advisers and wholesale/sophisticated investors nationally, for its flagship global equity investment strategy (Bell Global Equities Fund) and its global small and mid-cap strategy (Bell Global Emerging Companies Fund).

Ned Bell, Chief Investment Officer, Bell Asset Management said “We selected Channel Capital for its strategic capabilities and success in building long term relationships with investors, as well as its strong partnerships with its investment manager partners.”

Channel Capital’s Managing Director, Glen Holding said “After extensive due diligence in the global equity sector we are pleased to have partnered with a highly regarded investment manager that has achieved top quartile returns in both its global equities and small to mid-cap peer groups, especially over the last few years[1]. The Bell Asset Management investment process, active returns, talented investment team and domestic and offshore institutional investor support, are qualities that highly align with the value proposition we seek in our partners.  In addition, with ‘growth’ and ‘value’ offerings being quite overcrowded, we are of the view that the Bell Asset Management ‘quality at a reasonable price’ process that has delivered world class numbers to investors to date, will have a distinct role to play in our clients’ portfolios.”

For the year to 31 August 2019, the Bell Global Equities Fund (Platform) (which invests in a globally diversified portfolio of shares) delivered a return of 14.22% and outperformed its benchmark MSCI World ex Australia Index by 6.65% and the Bell Global Emerging Companies Fund (which invests in a globally diversified portfolio of small and mid-cap companies) returned 10.07% and outperformed the benchmark MSCI World SMID Index by 8.99%, net of fees.

Both strategies are managed by Chief Investment Officer Ned Bell, and Co-Portfolio Manager Adrian Martuccio. The Bell Global Equities Fund (Platform) and the Bell Global Emerging Companies Fund have received a ‘recommended’ rating by Zenith Investment Partners, are also rated by Lonsec, and are available on a range of leading platforms.

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[1] *Source: eVestment as at 30 June 2019, Performance is for the strategy/composite and not at the Fund level and gross of fees, in USD.

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