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Everything from Bell Asset Management

Bell Australian Small Companies Fund receives Recommended rating from Zenith

From Bell Asset Management

Bell Australian Small Companies Fund has been awarded a Recommended rating by Zenith Investment Partners, less than a month after the fund’s inception. Zenith’s Product Assessment Report cites the Fund’s

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23 Jul 2026

Bell AM launches Australian small caps fund

From Bell Asset Management

Bell Asset Management has launched the Bell Australian Small Companies Fund which will actively seek to identify opportunities in quality companies sitting outside the ASX 100. The fund’s aim is

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24 Jun 2026

Strong outlook for small caps in current inefficient market

From Bell Asset Management

Current market gyrations are generating market inefficiencies that create opportunities for excess investment returns, particularly in the small caps market, says Michael Lovett, Chief Executive Officer of Bell Asset Management.

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19 May 2026

Bell Asset Management appoints three senior executives to launch Australian Small Companies strategy

From Bell Asset Management

Bell Asset Management has appointed three highly regarded investment executives, Tim Johnston, James Nguyen and Scott Hudson from Tyndall Asset Management, to establish and manage a new Australian Small Companies

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05 Mar 2026

Bell Asset Management appoints new Head of Retail Sales

From Bell Asset Management

Bell Asset Management is pleased to announce the appointment of Andrew Stewart as Head of Retail Sales, effective 19 May 2025. In this newly created role, Andrew will report to

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21 May 2025

Bell Asset Management boosts investment capabilities

From Bell Asset Management

Bell Asset Management has appointed global equities leader Andrew Gowen to the newly-created role of director of research and portfolio manager, following an extensive global search. Mr Gowen joins Bell

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27 Feb 2025

Bell Financial Group makes non-binding proposal to acquire SelfWealth

From Bell Asset Management

Bell Financial Group Ltd (BFG), a diversified financial services business, has made a non-binding proposal to the board of SelfWealth Ltd (ASX: SWF) to acquire 100% of SelfWealth for $0.22

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14 Nov 2024

Bell Asset Management appoints Lucinda Hill as Executive General Manager, Product and Operations, strengthening focus on global growth

From Bell Asset Management

Bell Asset Management (BAM) is pleased to announce the appointment of Lucinda Hill as Executive General Manager, Product and Operations. This newly created role is designed to bolster BAM’s strategic

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13 Nov 2024

Bell Asset Management announces $500million mandate with Hostplus

From Bell Asset Management

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,

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31 Oct 2022

US market slowdown providing opportunities

From Bell Asset Management

Global equities boutique manager Bell Asset Management (BAM) believes the drawdown in the United States over the last six months will ultimately provide a favourable environment for active stock pickers

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13 Jul 2022

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]