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Everything from Bell Asset Management

Bell Asset Management wins Undiscovered Manager, Fund Manager of the Year Award from Morningstar

From Bell Asset Management

Global equities boutique manager, Bell Asset Management is thrilled to announce that it has won the Fund Manager of the Year award for the Undiscovered Manager category at the Morningstar Australia Awards

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02 Mar 2022

Rising inflation favours companies with pricing power

From Bell Asset Management

Global equities boutique manager Bell Asset Management believes expectations of higher inflation and interest rates will drive the world’s equity markets in 2022 and favour smaller, quality companies with the

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28 Feb 2022

Bell Global Emerging Companies Fund strategy added to Colonial First State FirstChoice Investment menu

From Bell Asset Management

Global equities boutique manager, Bell Asset Management has announced that its Bell Global Emerging Companies Fund’s strategy (the strategy) has been added to the Colonial First State FirstChoice Investment menu.

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25 Jan 2022

Bell Asset Management launches Global Sustainable Fund as investor commitment to ESG rises

From Bell Asset Management

Global equities boutique manager, Bell Asset Management is pleased to launch an environmental, social and governance (ESG) fund for Australian retail and wholesale investors – the Bell Global Sustainable Fund.

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30 Nov 2021

Bell Asset Management announces distribution joint venture with US-based Spouting Rock Asset Management

From Bell Asset Management

Bell Asset Management, a Melbourne-based specialist boutique global equity manager managing over $3.5 billion in assets, announces a joint venture distribution partnership with Spouting Rock Asset Management, LLC (Spouting Rock),

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24 Nov 2021

Bell Asset Management sees strong earnings growth despite global GDP slowdown

From Bell Asset Management

Global equities boutique manager Bell Asset Management believes company earnings growth, especially in the small to mid-cap sector, will continue to provide great opportunities for investors despite signs of a slowdown in global

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03 Nov 2021

Bell Asset Management’s ESG milestone

From Bell Asset Management

Bell Asset Management (BAM) has announced that the UBAM – Bell Global SMID Cap Equity Fund has attained Article 8 classification under the EU Sustainable Finance Disclosure Regulation (SFDR). The

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12 Oct 2021

Bell Global Emerging Companies Fund hits five-year milestone as investor appetite for global small and mid-cap continues to rise

From Bell Asset Management

Global equities boutique manager Bell Asset Management has hit a key milestone with its global small and mid-cap strategy, Bell Global Emerging Companies Fund (Fund), reaching a five-year track record

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23 Sep 2021

Global SMID caps – the strong getting stronger

From Bell Asset Management

Global equities boutique manager Bell Asset Management believes that the global SMID cap earnings recovery that investors want to see still has a long way to play out but will

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20 Jul 2021

Bell Global Emerging Companies Fund added to IOOF’s ESG model portfolio

From Bell Asset Management

Global equities boutique manager Bell Asset Management today announced that its Bell Global Emerging Companies Fund (the Fund) has been added to IOOF’s environmental, social and governance (ESG) model portfolio.

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08 Jul 2020

Earn CPD Points

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 [...]