LongIREAugust 31, 2026

Bell Asset Management Limited - Bell Australian Small Companies Fund (Class A) on Iress Limited

Thesis

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 executive team. The managers explicitly stated that their investment thesis remains intact despite the weaker near-term result.

We are supportive of the turnaround strategy of the new executive team and believe our investment thesis remains intact.
Bell Asset Management Limited - Bell Australian Small Companies Fund (Class A) — Bell Australian Small Companies Fund (Class A) Monthly Summary

Key risks

  • Weaker top-line growth
  • Execution risk around the turnaround strategy

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