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Sector Coverage
July 2023
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.
A summary of the key highlights is provided below for your viewing.
0:00 – Introduction
2:07 – Market outlook for global equities
8:10 – The Magnificent Seven’s dominance in context
10:58 – Where we are seeing value and alpha across portfolios
14:29 – Why Quality as a style?
18:10 – The case for Global SMID Cap Equities
21:44 – Characteristics of SMID Cap Equities and how Belldefine it
24:31 – Recap of H1 for the Bell Global Equities Fund
29:29 – Recap of H1 for the Bell Global Emerging Companies Fund
34:21 – Audience Q&A
A summary of the key highlights is provided below for your viewing.
0:00 – Introduction
2:07 – Market outlook for global equities
8:10 – The Magnificent Seven’s dominance in context
10:58 – Where we are seeing value and alpha across portfolios
14:29 – Why Quality as a style?
18:10 – The case for Global SMID Cap Equities
21:44 – Characteristics of SMID Cap Equities and how Belldefine it
24:31 – Recap of H1 for the Bell Global Equities Fund
29:29 – Recap of H1 for the Bell Global Emerging Companies Fund
34:21 – Audience Q&A
