Ned Bell

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, David Elia commented: “We look forward to working with Bell Asset Management to manage a Global SMID strategy for Hostplus’ developed markets portfolio. Bell’s strong long-term performance record, the quality of the team and a disciplined investment approach were the key factors in our making them part of our growing and diversified portfolio. We expect this strategy to add resilience to Hostplus’ asset class structure in light of the increasing market uncertainty.”

Ned Bell, Chief Investment Officer of Bell Asset Management commented: “We are delighted to have been selected by Hostplus, after an extensive due diligence process. We’re looking forward to working with the Hostplus team to manage funds on their members’ behalf. We understand the importance of this decision and greatly appreciate the opportunity.”

Rob Sullivan, Managing Director, Strategy and Distribution, of Bell Asset Management said: “We are seeing increasing demand for this segment of the market as investors look for sources of alpha at lower levels of risk versus other growth options. We look forward to building a strong and long partnership with Hostplus and delivering the best results we possibly can for its members.”

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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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