Chief Investment Officer & Portfolio Manager
Ned Bell is Chief Investment Officer and Portfolio Manager at Bell Asset Management (“BAM”) and is also a shareholder. Ned has over 21 years of experience in the investment industry researching and managing global, international and regional equity strategies across differing market cycles. Ned first gained his stock selection and portfolio construction skills while working for Loomis Sayles and Co in 1997, working in cities across the US, Boston, Massachusetts, San Francisco, California and Washington DC.
Ned is primarily responsible for the overall return outcomes of client portfolios and providing investment leadership. In addition to Ned’s portfolio management duties, he has primary research coverage responsibilities for Materials and Telecommunications sectors and secondary responsibilities over Industrials and Health Care sector stocks. He is also responsible for recruiting talent, organising; mentoring and imbuing the investment team in the BAM way of managing assets.
Ned joined Bell Asset Management in November 2000 and from 2003, took over sole responsibility for managing all equity portfolios. This included the formulation and design of the Investment Philosophy as well as the Investment Style based on the premise that a portfolio of very high quality businesses will deliver above average returns over the medium to long term - ‘Quality at a Reasonable Price’. Ned introduced, and with his colleagues, developed and refined the investment process to ensure client portfolios demonstrate desirable investment characteristics relative to the benchmark. Ned also worked for Bell Commodities as a futures dealer on the trading floor of the Sydney Futures Exchange. Ned obtained his Bachelor of Commerce (Accounting and Finance) degree from the Bond University in December 1995.