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Bell Asset Management secures AUD130m Energy Super mandate

Boutique global equities manager, Bell Asset Management, has been awarded an AUD130 million global small and mid-cap equity mandate (SMID) by industry super fund, Energy Super.

The announcement marks a significant milestone for Bell Asset Management which is experiencing increased investor demand and interest in its global small and mid-cap market strategy.
Managing Director, Strategy & Distribution of Bell Asset Management, Rob Sullivan, says the new mandate is indicative of a strengthening pivot towards quality focused active management approaches that have shown to be more resilient in more volatile markets.
“We are seeing increasing demand for this segment of the market as investors look for pockets of opportunity and alpha. We look forward to building a strong and long partnership with Energy Super and delivering the best results we possibly can to its members,” he says.
Ned Bell, Chief Investment Officer, adds: “We understand the importance of this decision and we’re looking forward to working with the Energy Super team.”
Bell Asset Management’s Global Small and Mid-Cap strategy aims to provide investors with an additional growth alternative in global equity portfolios. It can also help diversify investor’s concentration risk to mega and large-cap companies.

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