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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.
Latest 13F Filing Activity
Bell Asset Management LTD filed their most recent 13F report on Jun 30, 2025 disclosing 61 equity positions with a total 13F market value of $454M. The fund increased holdings in Motorola Solutions Inc., Gartner Inc., Old Dominion Freight Line in among other positions. Bell Asset Management LTD reduced exposure to Adobe Inc., Microsoft Corp., Booking Holdings Inc. among others.
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 |
| 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 |
Industry Allocation
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