Private Investment Firm

Bell Asset Management

Investment Details

Investor Type
Private Investment Firm

Asset Class Focus
Equity

Stage Focus
Growth, Late Stage

Geographical Focus
United States, Australia, Europe, Asia

Industries Focus

  • Financial Services
  • Technology
  • Healthcare
  • Energy
  • Consumer Goods
  • Industrials
  • Real Estate
  • Materials
  • Telecommunications
  • Utilities
  • Consumer Services
  • Basic Materials
  • Consumer Non-Durables
  • Consumer Durables
  • Capital Goods

Investment Size:
1,000,000 to 50,000,000 USD

Investor Details Founded: 2003

Bell Asset Management is an Australian investment firm specializing in active global equity management, with a particular focus on small- and mid-cap companies. The firm employs a Quality at a Reasonable Price (QARP) approach, emphasizing fundamental, bottom-up research to identify high-quality businesses trading at attractive valuations. This strategy aims to deliver superior long-term returns across various market cycles.

The firm's investment philosophy centers on constructing portfolios of high-quality companies that are expected to generate above-average returns over the medium to long term. Bell Asset Management offers several investment strategies, including Global Core, Global SMID, Global High Conviction, and Australian Equities, catering to both institutional and wholesale investors. The firm is committed to maintaining a high level of risk awareness and focuses on delivering strong and consistent risk-adjusted returns.

With a proven track record since 2003, Bell Asset Management has demonstrated its ability to manage global equity portfolios effectively. The firm's experienced investment team, led by Chief Investment Officer Ned Bell, has built a successful global equities capability driven by deep technical acumen and a team of highly skilled professionals. Bell Asset Management's dedication to quality and long-term value creation has established it as a reputable player in the investment management industry.

Requirements
  • High-quality companies
  • Attractive valuations
  • Long-term investment horizon
Contact

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Portfolio Companies
  • Afterpay
  • Xero
  • WiseTech Global
  • Altium
  • Appen
  • AFT Pharmaceuticals
  • Bapcor
  • Bendigo and Adelaide Bank
  • BHP
  • Cochlear
  • Coles Group
  • Commonwealth Bank
  • CSL Limited
  • Domino's Pizza Enterprises
  • Fortescue Metals Group
  • Goodman Group
  • Macquarie Group
  • Medibank Private
  • Scentre Group
  • Woolworths Group
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