Insights
Media Release
Bell AM launches Australian small caps fund
June 2026
Important Information:
This webinar contains information specifically intended for institutional clients, asset consultants, advisers, platforms and researchers, who are professional investors and wholesale clients (as defined in the Corporations Act 2001).
I confirm that I am a professional or wholesale investor as defined by the Corporations Act 2001 and wish to proceed.
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 to outperform the S&P/ASX Small Ordinaries Accumulation Index over the medium to long term*.
The fund launch comes three months after Tim Johnston, James Nguyen and Scott Hudson joined Bell from Tyndall Asset Management to establish and manage a new Australian Small Companies strategy.
Johnston says the team has a proven process and takes a bottom-up, fundamental, long only view of the market, seeking quality with a valuation overlay.
“We believe small caps offer an attractive option for investors, particularly in the current environment. Historically, small caps have delivered strong returns for investors able to take a long term view.
“Small caps represent a broad and diverse universe with significantly less analyst coverage than large cap companies. At this end of the market active managers have a real opportunity to generate superior returns through research and analysis, particularly as many small companies are earlier in the growth lifecycle and therefore have the potential to compound earnings over time,” Johnston says.
The fund will hold between 30 and 70 stocks, creating a portfolio of quality small caps, with a maximum cash holding of 10 per cent. The fund can also invest in initial public offerings (IPOs).
The fund complements Bell's global equities offering, which has applied a quality-first approach to global equities since 2003. While each strategy operates with its own distinct philosophy, both reflect Bell's commitment to rigorous, bottom-up research and disciplined stock selection and extend the firm's coverage into the domestic small-cap market.
The new fund joins the Bell Global Equities Fund, the Bell Global Emerging Companies Fund and the Bell Global High Conviction Fund and rounds out Bell’s investment fund lineup.
-oOo-
About Bell Asset Management
Bell Asset Management is a specialist multi-investment team manager, bringing together dedicated expert teams across global and Australian equities. Since 2003, our investment teams have navigated all market cycles guided by a single conviction: that high-quality small and mid-cap companies are a reliable source of superior long-term returns. Each team operates with focus and independence, supported by Bell's institutional-grade platform across distribution, operations, and compliance.
* After fees and expenses (before taxes).
Important Information
The Trust Company (RE Services) Limited (Trust Co) ABN 45 003 278 831, AFSL 235150 is the responsible entity and issuer of units for the Bell Australian Small Companies Fund (the Fund). Bell Asset Management Limited (BAM) ABN 84 092 278 647, AFSL 231091 is the investment manager for the Fund. This report has been prepared and issued by BAM for information purposes only and does not take into consideration the investment objectives, financial circumstances or needs of any particular recipient and it contains general information only. You should consider the product disclosure statement (PDS), prior to making any investment decisions. The PDS and target market determination (TMD) can be obtained for free by calling 1300 133 451 or visiting our website www.bellasset.com.au. If you require financial advice that takes into account your personal objectives, financial situation or needs, you should consult your licensed or authorised financial adviser. No representation or warranty, express or implied, is made as to the accuracy, completeness or reasonableness of any assumption contained in this report and none of Trust Co, BAM and its directors, employees or agents accepts any liability for any loss arising, including from negligence, from the use of this document. Past performance is not necessarily indicative of expected future performance. Total returns shown for the Fund have been calculated using exit prices after taking into account all ongoing fees and assuming reinvestment of distributions. No allowance has been made for taxation.
Important Information:
This video contains information specifically intended for institutional clients, asset consultants, advisers, platforms and researchers, who are professional investors and wholesale clients (as defined in the Corporations Act 2001).
I confirm that I am a professional or wholesale investor as defined by the Corporations Act 2001 and wish to proceed.
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 to outperform the S&P/ASX Small Ordinaries Accumulation Index over the medium to long term*.
The fund launch comes three months after Tim Johnston, James Nguyen and Scott Hudson joined Bell from Tyndall Asset Management to establish and manage a new Australian Small Companies strategy.
Johnston says the team has a proven process and takes a bottom-up, fundamental, long only view of the market, seeking quality with a valuation overlay.
“We believe small caps offer an attractive option for investors, particularly in the current environment. Historically, small caps have delivered strong returns for investors able to take a long term view.
“Small caps represent a broad and diverse universe with significantly less analyst coverage than large cap companies. At this end of the market active managers have a real opportunity to generate superior returns through research and analysis, particularly as many small companies are earlier in the growth lifecycle and therefore have the potential to compound earnings over time,” Johnston says.
The fund will hold between 30 and 70 stocks, creating a portfolio of quality small caps, with a maximum cash holding of 10 per cent. The fund can also invest in initial public offerings (IPOs).
The fund complements Bell's global equities offering, which has applied a quality-first approach to global equities since 2003. While each strategy operates with its own distinct philosophy, both reflect Bell's commitment to rigorous, bottom-up research and disciplined stock selection and extend the firm's coverage into the domestic small-cap market.
The new fund joins the Bell Global Equities Fund, the Bell Global Emerging Companies Fund and the Bell Global High Conviction Fund and rounds out Bell’s investment fund lineup.
-oOo-
About Bell Asset Management
Bell Asset Management is a specialist multi-investment team manager, bringing together dedicated expert teams across global and Australian equities. Since 2003, our investment teams have navigated all market cycles guided by a single conviction: that high-quality small and mid-cap companies are a reliable source of superior long-term returns. Each team operates with focus and independence, supported by Bell's institutional-grade platform across distribution, operations, and compliance.
* After fees and expenses (before taxes).
Important Information
The Trust Company (RE Services) Limited (Trust Co) ABN 45 003 278 831, AFSL 235150 is the responsible entity and issuer of units for the Bell Australian Small Companies Fund (the Fund). Bell Asset Management Limited (BAM) ABN 84 092 278 647, AFSL 231091 is the investment manager for the Fund. This report has been prepared and issued by BAM for information purposes only and does not take into consideration the investment objectives, financial circumstances or needs of any particular recipient and it contains general information only. You should consider the product disclosure statement (PDS), prior to making any investment decisions. The PDS and target market determination (TMD) can be obtained for free by calling 1300 133 451 or visiting our website www.bellasset.com.au. If you require financial advice that takes into account your personal objectives, financial situation or needs, you should consult your licensed or authorised financial adviser. No representation or warranty, express or implied, is made as to the accuracy, completeness or reasonableness of any assumption contained in this report and none of Trust Co, BAM and its directors, employees or agents accepts any liability for any loss arising, including from negligence, from the use of this document. Past performance is not necessarily indicative of expected future performance. Total returns shown for the Fund have been calculated using exit prices after taking into account all ongoing fees and assuming reinvestment of distributions. No allowance has been made for taxation.
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 to outperform the S&P/ASX Small Ordinaries Accumulation Index over the medium to long term*.
The fund launch comes three months after Tim Johnston, James Nguyen and Scott Hudson joined Bell from Tyndall Asset Management to establish and manage a new Australian Small Companies strategy.
Johnston says the team has a proven process and takes a bottom-up, fundamental, long only view of the market, seeking quality with a valuation overlay.
“We believe small caps offer an attractive option for investors, particularly in the current environment. Historically, small caps have delivered strong returns for investors able to take a long term view.
“Small caps represent a broad and diverse universe with significantly less analyst coverage than large cap companies. At this end of the market active managers have a real opportunity to generate superior returns through research and analysis, particularly as many small companies are earlier in the growth lifecycle and therefore have the potential to compound earnings over time,” Johnston says.
The fund will hold between 30 and 70 stocks, creating a portfolio of quality small caps, with a maximum cash holding of 10 per cent. The fund can also invest in initial public offerings (IPOs).
The fund complements Bell's global equities offering, which has applied a quality-first approach to global equities since 2003. While each strategy operates with its own distinct philosophy, both reflect Bell's commitment to rigorous, bottom-up research and disciplined stock selection and extend the firm's coverage into the domestic small-cap market.
The new fund joins the Bell Global Equities Fund, the Bell Global Emerging Companies Fund and the Bell Global High Conviction Fund and rounds out Bell’s investment fund lineup.
-oOo-
About Bell Asset Management
Bell Asset Management is a specialist multi-investment team manager, bringing together dedicated expert teams across global and Australian equities. Since 2003, our investment teams have navigated all market cycles guided by a single conviction: that high-quality small and mid-cap companies are a reliable source of superior long-term returns. Each team operates with focus and independence, supported by Bell's institutional-grade platform across distribution, operations, and compliance.
* After fees and expenses (before taxes).
Important Information
The Trust Company (RE Services) Limited (Trust Co) ABN 45 003 278 831, AFSL 235150 is the responsible entity and issuer of units for the Bell Australian Small Companies Fund (the Fund). Bell Asset Management Limited (BAM) ABN 84 092 278 647, AFSL 231091 is the investment manager for the Fund. This report has been prepared and issued by BAM for information purposes only and does not take into consideration the investment objectives, financial circumstances or needs of any particular recipient and it contains general information only. You should consider the product disclosure statement (PDS), prior to making any investment decisions. The PDS and target market determination (TMD) can be obtained for free by calling 1300 133 451 or visiting our website www.bellasset.com.au. If you require financial advice that takes into account your personal objectives, financial situation or needs, you should consult your licensed or authorised financial adviser. No representation or warranty, express or implied, is made as to the accuracy, completeness or reasonableness of any assumption contained in this report and none of Trust Co, BAM and its directors, employees or agents accepts any liability for any loss arising, including from negligence, from the use of this document. Past performance is not necessarily indicative of expected future performance. Total returns shown for the Fund have been calculated using exit prices after taking into account all ongoing fees and assuming reinvestment of distributions. No allowance has been made for taxation.
