Bell AM hits three-year milestone

Bell Asset Management global small and mid-cap Bell Global Emerging companies fund

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

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

13 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

4 days 18 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 2 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....

2 weeks 4 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

3 days 16 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

2 days 19 hours ago