Bell Asset Management manages global equity strategies for institutional and wholesale investors worldwide.

• ‍Global Core (all caps strategy)
• Global High Conviction (the best ideas from our investment universe)
• Global SMID (small and mid-cap companies), and
• Australian equities.

Our investment strategies can be accessed through a range of local and overseas domiciled collective investment vehicles including CITs, UCITS, SMAs, Australian managed investment schemes, and ETFs. Learn more about our institutional strategies here. Our Australian domiciled funds are summarised below.

All funds are actively managed, high-quality global equity portfolios employing a long-only, unconstrained, fundamental, bottom-up stock-picking approach. We select companies with strong franchises, excellent management and balance sheets, and superior and consistent profitability. ESG considerations are integrated within the investment process.

High Quality

Actively managed, high-quality global equity portfolios

Unbiased

Long-only, unconstrained, fundamental, bottom-up stock-picking

Deep Research

Strong franchises, excellent management & balance sheets, and superior & consistent profitability

ESG Integrated

ESG considerations are integrated within the investment process

* Please refer to the important information about Research Rating.