Sydney, NSW - November 23, 2021
Bell Asset Management, a Melbourne-based specialist boutique global equity manager managing over $3.5 billion in assets, announces a joint venture distribution partnership with Spouting Rock Asset Management, LLC (Spouting Rock), a multi-boutique manager platform providing investment solutions and services.
The strategic partnership will create a distribution platform for Bell Asset Management’s global equity strategies in the Americas, including the development of several collective investment trusts. Led by CIO Ned Bell and co-Portfolio Manager Adrian Martuccio, Bell Asset Management, with over an 18-year track record, provides long-only, fundamental bottom-up global equity solutions to a diverse investor base, including institutional, wholesale, retail and high-net-worth clients.
Bell Asset Management has a long history of managing assets for US pension funds and offers both global all-cap and small and mid -cap strategies. Additionally, Bell Asset Management integrates Environmental, Social and Governance (ESG) issues within its investment process. Their disciplined framework is combined with stewardship and ESG-specific activities such as screening, analysis, active engagement and proxy voting with companies within the portfolios.
"Leveraging our existing network and expanding further into the U.S. market is the next step in the evolution of Bell Asset Management,” says CIO Ned Bell. “Spouting Rock’s trusted relationships,
forward-thinking investment approach and shared services model will be invaluable to our team as we bring our investment solutions to the Americas.”
Spouting Rock is dedicated to providing alternative, traditional and thematic investment solutions that help enhance portfolios and protect wealth. This strategic partnership is the latest addition to the firm’s curated manager platform of well-vetted, active investment solutions.
“We’re excited to welcome our Australian partners to the Spouting Rock family,” says Andrew Smith, chief executive of Spouting Rock. “For nearly two decades, Ned and Adrian have built several highly successful strategies across global equities. Bell Asset Management’s complementary strategies, ESG capabilities and unparalleled professionalism serve as a strong foundation for this partnership.”
Spouting Rock Asset Management is located in Bryn Mawr, Pennsylvannia USA.
About Spouting Rock Asset Management, LLC
Founded in 2018, Spouting Rock Asset Management is a multi-boutique manager platform providing alternative, traditional and thematic investment solutions and services. This platform of curated active and opportunistic managers offers sophisticated investors, financial professionals and institutions forward-thinking solutions designed to help them plan for their financial future.
About Bell Asset Management
Bell Asset Management is a global equity specialist and has been managing and researching companies since Jan. 1, 2003, under the leadership of Chief Investment Officer Ned Bell and his investment team.
Bell Asset Management aims to deliver consistent performance outcomes and provide superior service to its clients. The experienced and stable team has a collective and transparent decision-making process, with a track record of over 18 years successfully managing global equities across differing market cycles.
For further information, please contact:
Bell Asset Management
Managing Director, Strategy and Distribution
Tel: +61 (0) 412 355 938