Bell Asset Management LTD
Bell Asset Management Limited is an independent global equities investment management firm headquartered in Melbourne, Australia. Founded in 2003, the firm manages assets for institutional investors, financial advisers, and private wealth clients worldwide. With around 30 employees, Bell Asset Management specializes in global equities, offering both pooled vehicles and segregated mandates to a diverse client base including pension funds, pooled investment vehicles, state or municipal government entities, and corporate clients.
Investment Strategy
Bell Asset Management Limited focuses on global equities using a fundamental, bottom-up investment process. The firm seeks to identify undervalued high-quality companies worldwide, aiming for long-term capital growth and risk-adjusted returns for its investors. Their approach emphasizes deep research, diversification, and a disciplined risk management framework, targeting international diversification and a strong ESG integration in their investment decisions.
Top Holdings
Equity Positions (61)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 7.70% | $34.9M | 220,967 | $119.55 | $157.99 | +$1.8M |
M MSFT | MICROSOFT CORP | 6.87% | $31.2M | 62,674 | $289.22 | $497.41 | -$6.6M |
G GOOGL | ALPHABET INC | 6.49% | $29.4M | 167,030 | $89.75 | $176.23 | -$3.5M |
A AMZN | AMAZON COM INC | 5.20% | $23.6M | 107,539 | $184.88 | $219.39 | -$2.5M |
A AAPL | APPLE INC | 4.25% | $19.3M | 93,859 | $215.65 | $205.17 | +$1.6M |