Ned Bell

Ned
Bell

CIO and Co-Portfolio Manager
Bell Asset Management

Ned Bell is Chief Investment Officer and Portfolio Manager at Bell Asset Management (“BAM”) and is also a shareholder. Ned has 20 years of experience in the investment management industry in the US and in Australia managing retail and institutional client assets which includes over 17 years at Bell Asset Management. He holds a Bachelor of Commerce (Accounting / Finance) degree. Prior to joining BAM, Ned worked for Loomis Sayles and Co in the United States as an Equities Analyst and gained his stock selection and portfolio construction skills while working in Boston, Massachusetts, San Francisco, California and Washington DC. Ned is primarily responsible for the overall return outcomes of client portfolios and providing investment leadership. Ned has primary research coverage responsibilities for Materials and Telecommunications sectors and secondary responsibilities over Industrials and Health Care sector stocks that are eligible for research across the cap spectrum in developed and emerging markets.

Expertise

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Standout stocks from the research trip

Ned Bell

Only a few companies truly stood out from the 170 we met with on a recent trip. One of them, a smallcap healthcare stock, uses iPhone cameras in single-use, disposable endoscopes, and we forecast earnings to grow 3-fold over the next 4 years. We discuss this and several other standouts... Show More

7 takeaways from our US road trip

Ned Bell

We recently met with 170 companies as part of a research road trip that crossed the US and Europe, to test existing investment theses, and look for new opportunities and trends. One key takeaway was that we have found far more attractive opportunities in global small to midcap (SMID) companies.... Show More

Modern Day Disruptors - Risk or Opportunity?

Ned Bell

The purpose of this analysis is to explore the risks and opportunities that come with what we call the ‘Modern Day Disruptors’. More specifically, we will look at the potential winners and losers from the perspective of a global equity investor and aim to answer the most important question: Will... Show More

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