Bell AM brings new Aus small caps strategy to market

Yasmine Raso

Senior Journalist

23 June 2026

Bell Asset Management has brought a new Australian small companies strategy to market that leverages the expertise and capabilities of former Tyndall Asset Management portfolio managers who joined the Bell team three months ago.

Developed and managed by Tim Johnston, James Nguyen and Scott Hudson, the Bell Australian Small Companies Fund will tap into opportunities in quality companies outside the ASX 100.

The fund’s portfolio will host between 30 and 70 stocks, a maximum cash holding of 10 per cent and the option to invest in initial public offerings (IPOs).

Johnston said the team has brought its flagship bottom-up, fundamental, long-only view of the market to Bell.

“We believe small caps offer an attractive option for investors, particularly in the current environment,” he said.

“Historically, small caps have delivered strong returns for investors able to take a long term view.

“Small caps represent a broad and diverse universe with significantly less analyst coverage than large cap companies.

“At this end of the market active managers have a real opportunity to generate superior returns through research and analysis, particularly as many small companies are earlier in the growth lifecycle and therefore have the potential to compound earnings over time.”

The new fund joins Bell’s existing line-up of equities solutions, including the Bell Global Equities Fund, the Bell Global Emerging Companies Fund and the Bell Global High Conviction Fund.