LongCYLAug 2026
Catalyst Metals Limited
The fund increased its aggregate exposure to the gold sector and initiated a position in Catalyst Metals. Catalyst had lagged the broader rally in gold-related equities. The…
Bell Asset Management Limited - Bell Australian Small Companies Fund (Class A)
Bottom-up Australian smaller-companies equity strategy combining a quality bias with a valuation overlay.$11M AUM12 published ideas
The fund invests primarily in Australian listed smaller companies outside the S&P/ASX 100, with limited New Zealand and other international exposure. Its process is bottom-up and fundamental, combining a quality focus with valuation discipline and an investment horizon of at least five to seven years.
Ideas from Bell Asset Management Limited - Bell Australian Small Companies Fund (Class A)
LongCSCAug 2026
Capstone Copper Corp.
Capstone Copper rose following a good quarterly production update. The company has invested in improving the reliability of its operations, and the fund believes those…
LongDDRAug 2026
Dicker Data Limited
Dicker Data delivered an excellent first-half 2026 result that exceeded market expectations for revenue growth, gross margins and operating costs. The business has begun…
LongCSCAug 2026
Capstone Copper Corp.
Capstone Copper rose following a good quarterly production update. The company has invested in improving the reliability of its operations, and the fund believes those…
LongDDRAug 2026
Dicker Data Limited
Dicker Data delivered an excellent first-half 2026 result that exceeded market expectations for revenue growth, gross margins and operating costs. The business has begun…
LongIREAug 2026
Iress Limited
Iress underperformed during August because of marginally weaker top-line growth. The fund nevertheless remains supportive of the turnaround strategy being implemented by the new…
LongGDGAug 2026
Generation Development Group Limited
Generation Development Group weakened because expected operating-expense growth for FY27 was higher than investors anticipated. The fund believes those additional costs are being…
LongEBOAug 2026
EBOS Group Limited
The fund initiated a position in EBOS Group, a diversified distributor of healthcare and animal-care products across Australia, New Zealand and Southeast Asia. It sees structural…
LongCYLAug 2026
Catalyst Metals Limited
The fund increased its aggregate exposure to the gold sector and initiated a position in Catalyst Metals. Catalyst had lagged the broader rally in gold-related equities. The…
LongIREAug 2026
Iress Limited
Iress underperformed during August because of marginally weaker top-line growth. The fund nevertheless remains supportive of the turnaround strategy being implemented by the new…
LongGDGAug 2026
Generation Development Group Limited
Generation Development Group weakened because expected operating-expense growth for FY27 was higher than investors anticipated. The fund believes those additional costs are being…
LongEBOAug 2026
EBOS Group Limited
The fund initiated a position in EBOS Group, a diversified distributor of healthcare and animal-care products across Australia, New Zealand and Southeast Asia. It sees structural…
Letters covered
- Bell Australian Small Companies Fund (Class A) Monthly SummaryAugust 31, 2026
- Bell Australian Small Companies Fund (Class A) Monthly SummaryAugust 31, 2026
Source PDFs are not republished here; only extracted ideas and quotes.