Bell AM hits three-year milestone

25 July 2019
| By Oksana Patron |
image
image
expand image

Bell Asset Management has announced it has hit a key milestone with its Global Small and Mid-Cap offering, Bell Global Emerging Companies Fund, reaching a three-year track record.

The fund invested in a diversified portfolio of 35-55 global small and mid-cap companies across different geographies, including North America, Europe and Asia.

Commenting on the milestone, Bell’s chief investment officer, Ned Bell, said: “Bell Asset Management has been researching and investing in global small and mid-cap (SMID) stocks since 2003 and over this time, we have developed a comprehensive and in-depth understanding of the SMID Cap landscape.

“Since launching the Bell Global Emerging Companies Fund in June 2016, we have outperformed the MSCI World SMID Cap benchmark, highlighting our depth of knowledge in this area and our robustness and ability to perform well in periods of heightened volatility.”

According to Bell, global SMID stocks also had less valuation risk than large cap growth stocks, less absolute risk than emerging markets and less liquidity risk than small caps.

 

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

2 months 1 week ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

2 months 1 week ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

2 months 1 week ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

3 weeks 5 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

18 hours ago

ASIC has cancelled the AFSL of a $250 million Sydney fund manager, one of two AFSL cancellations announced by the corporate regulator....

3 weeks 3 days ago