Rob Sullivan

Bell Asset Management Limited is an independently owned firm with extensive and proven capability in Global Equities. We employ a benchmark agnostic, long only with a fundamental, bottom up approach to stock picking. The investment team undertake extensive company research across the globe. The investment team undertake approximately 500 company engagements annually and have generated over 10,000 company research posts on our internal research database. Strong team culture and a 19 year proven track record. All investment team members and Management have invested personally in Bell Global Equity Fund. Products are aligned to the investment teams research capability. 1) Flagship, Global Equities Core, 90 to 110 stock portfolio 2) Global Equities Concentrated, 30 to 50 stock portfolio 3) Global Equities, Small/Mid Cap, 35 to 55 stock portfolio 4) International Equity, 30 to 60 stock portfolio The firm has been GIPS compliant since 2007 and is compliant with ASIC requirements in Australia and SEC requirements in the US. Our client base is split between the US and Australia. ESG is integrated into our investment approach, including direct company engagement and the employment of active 'negative screens'. We are a signatory of UNPRI since 2014. Further, all our global equity strategies exhibit much lower carbon footprints (80%+ lower) vs their respective indexes. Further information can be accessed from our website www.bellasset.com.au