Overview
Bell Asset Management (USA) Inc (“BAM USA”) is a Delaware corporation formed in
1998. BAM USA is wholly owned by Bell Asset Management Limited (“BAM”), an
Australian corporation based in Melbourne. BAM is primarily owned by Bell Asset
Management (Holdings) Pty Limited, the owners of which are Bell Group Holdings Pty
Ltd, Estate of Colin Bell and Alastair Provan, and other directors and staff.
BAM provides advice to pooled investment vehicles and separate managed accounts
and, through BAM USA, provides advice to two long only equity investment vehicles, Bell
Australia Trust and the Bell Global Trust (the “Bell Trusts”).
• The Bell Australia Trust seeks to maximize total return through investment
primarily in equity securities listed on the Australian Securities Exchange.
• The Bell Global Trust seeks to maximize total return through investment primarily
in a globally diversified portfolio of equity securities listed on recognized
international stock exchanges
in the world’s developed markets.
BAM USA offers portfolio management services to its clients on a discretionary basis,
based upon the individual needs and objectives of each client. BAM USA may manage
separate accounts for institutional clients. BAM, the parent company of BAM USA, acts
as Sub-Advisor of each Bell Trust and manages their accounts on behalf of BAM USA.
Accordingly, references in this brochure to BAM USA should also be understood to refer
to BAM where appropriate.
BAM USA may agree in the investment management agreement with each client to
investment restrictions or guidelines with respect to the types or amounts of securities or
other financial instruments that may be purchased or sold for the client’s account. BAM
USA may pursue different investment strategies for different clients.
BAM USA does not participate in any wrap fee programs.
BAM USA manages all assets on a discretionary basis. As of 31 December 2023, the
amount of assets BAM USA manages on a discretionary basis is US$ 422 million.