Bell Asset Management wins Undiscovered Manager, Fund Manager of the Year Award from Morningstar

Global equities boutique manager, Bell Asset Management is thrilled to announce that it has won the Fund Manager of the Year award for the Undiscovered Manager category at the Morningstar Australia Awards 2022, announced on Friday 25 February.

The annual Awards recognise the best of the Australian fund management profession that have made substantial contributions to investors’ success as selected by Morningstar’s manager research analysts. Bell Asset Management was nominated as a finalist for the 2022 Morningstar Fund Manager of the Year in both the Global Equities and Undiscovered categories, Australia.

Commenting on the award, Ned Bell, Chief Investment Officer, said, “We are delighted to receive this award that recognises our strong track record of investing in global equities and our skilled and highly experienced investment team.

“Over more than 20 years we have developed a disciplined, research-led approach to stock selection, that has produced consistent returns for our clients through a variety of market cycles,” Mr Bell added.

Over the year to December 2021, the Bell Global Equities Fund (Platform Class) rose 32.5%, solidly outperforming the benchmark MSCI World ex Australia Index which returned 26.9% for the period.

Bell Asset Management’s (BAM) overall philosophy is to identify companies with sustainable competitive advantages that can consistently generate above average returns on capital.

Responsible investing is an important part of BAM’s investment approach. At BAM, ESG investing is not only about excluding certain types of investments, but rather a tool that is actively employed in all stages of the investment process to construct portfolios that aim to generate materially better returns and manage risks.

The award finalists and winners were determined by a combination of qualitive research by Morningstar’s Manager Research analysts, as well as risk-adjusted medium-to-long term track records and performance in the 2021 calendar year.

Morningstar Awards 2022 (c). Morningstar, Inc. All Rights Reserved. Awarded to Bell Global Equities for Australian Fund Manager of the Year, Undiscovered Manager. Also, Bell Global Equities nominated for 2022 Australian Fund Manager of the Year, Global Equities Category.