Bell Global Equities Fund, managed by Bell Asset Management, released its Q3 2026 investor letter. The Fund delivered a strong third quarter of 2026, with its Platform Class returning 5.4% and outperforming the MSCI World ex-Australia Index, which gained 1.5%. The result marked one of the strategy's strongest quarters of relative performance, following a challenging period for its Quality at a Reasonable Price (QARP) approach. During the quarter, global markets faced rising bond yields, higher energy prices and geopolitical tensions, while investor enthusiasm for artificial intelligence continued to support mega-cap technology stocks.
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