BELL ASSET MANAGEMENT USA INC other names

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Adviser Profile

As of Date:

03/25/2024

Adviser Type:

- Large advisory firm

Number of Employees:

of those in investment advisory functions:

Registration:

SEC, Approved, 5/12/1998

AUM:

421,906,356 10.06%

of that, discretionary:

421,906,356 10.06%

Private Fund GAV:

383,349,685

Avg Account Size:

210,953,178 10.06%

SMA’s:

NO

Private Funds:

2

Contact Info

212 xxxxxxx

Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
461M 395M 329M 263M 197M 132M 66M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Bell Asset Management Ltd Buys Mastercard Inc, Electronic Arts Inc, Amedisys Inc, Sells ...
11/12/2021

Related Stocks: MA, EA, AMZN, LOW, AMGN, UNP, AMED, FLT, ORLY, BDX,

gurufocus.com

Bushveld Minerals Ltd.
03/26/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons

Bell Global All Weather Fund
03/10/2021

When autocomplete results are available use up and down arrows to review and enter to select. Touch device users, explore by touch or with swipe gestures.

Bloomberg

Bell Global Emerging Companies Fund
03/06/2021

When autocomplete results are available use up and down arrows to review and enter to select. Touch device users, explore by touch or with swipe gestures.

Bloomberg

Why ASX 200 retail shares like JB Hi Fi (ASX:JBH) are outperforming
03/04/2021

In a live Webinar yesterday, Bell Asset Management’s Senior Global Equities Analyst, Nicole Mardell said 2021 offers some particularly appealing opportunities in consumer discretionary shares ...

fool.com.au

Takeaways from Bell Asset’s post-COVID investment webinar
03/03/2021

Earlier today, I had the opportunity to sit in on Bell Asset Management’s investment webinar. A little over a year ago, the forum may well have been a seminar. Perhaps it will be again by this ...

fool.com.au


Private Funds Structure

Fund Type Count GAV
Other Private Fund 2 $383,349,685

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Private Funds



Employees




Brochure Summary

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.