Multi-boutique investment company Channel Capital has entered into a distribution partnership with specialist global equities firm Bell Asset Management.
The collaboration has an aim to drive engagement with research houses, financial advisers and wholesale and sophisticated investors nationally, for Bell’s flagship global equity investment strategy, its Global Equities Fund as well as its small and mid-cap strategy, the Global Emerging Companies Fund.
Ned Bell, chief investment officer, Bell Asset Management commented: “We selected Channel Capital for its strategic capabilities and success in building long-term relationships with investors, as well as its strong partnerships with its investment partners.”
Channel Capital managing director Glen Holding added: “The Bell Asset Management investment process, active returns, talented investment team and domestic and offshore institutional investor support, are qualities that highly align with the value proposition we seek in our partners.
“In addition, with ‘growth’ and ‘value’ offerings being quite overcrowded, we are of the view that the Bell Asset Management ‘quality at a reasonable price’ process that has delivered world-class numbers to investors to date, will have a distinct role to play in our clients’ portfolios.”
For the year to 31 August, the Bell Global Equities Fund was said to deliver a return of 14.22 per cent, outperforming its benchmark MSCI World ex Australia Index by 6.65 per cent.
Meanwhile the emerging companies fund was noted to have given returns of 10.07 per cent, outperforming the benchmark MSCI World SMID Index by 8.99 per cent.
Both strategies are managed by Mr Bell and co-portfolio manager Adrian Martuccio.
Bell, headquartered in Melbourne, reported having $2.4 billion in assets under management as at the end of August.
Sarah Simpkins is a journalist at Momentum Media, reporting primarily on banking, financial services and wealth.
Prior to joining the team in 2018, Sarah worked in trade media and produced stories for a current affairs program on community radio.
You can contact her on [email protected].
An Australian investment manager has tipped that as pandemic volatility is expected to force a 30 per cent reduction in dividends, active ma...
Morningstar analysts have forecast a “troubling” outlook for the banks ahead, expecting the rise of unemployment and business closures w...
One of the world’s largest investment banks has warned that emerging market economies have the most to lose in the outbreak. ...