Bell
Bell Global Emerging Companies Fund
Global Large-cap
Aug 2023 → Apr 2026
Our archive holds 11 letters from this strategy, behind 12 investment theses and positions in 12 companies. Every quote below is copied verbatim from the letter it came from.
11 letters in 4 years — follow all of Bell for every strategy.
Its investment theses
- Pan Pacific International Holdings CorporationApr 2026Pan Pacific International is a Japanese discount retailer with durable earnings compounding, tourism tailwinds and an attractive valuation.
- Otis Worldwide CorporationApr 2026Otis Worldwide is a global elevator leader with a highly recurring service business, improving growth prospects and attractive valuation.
- TE Connectivity Ltd.Mar 2026TE Connectivity is a global connector leader with AI and electrification tailwinds, strong free cash flow, and margin expansion potential.
- Nomura Research Institute, Ltd.Mar 2026Nomura Research Institute is a Japanese IT solutions and consulting provider with AI-driven growth, cost savings, and restructuring upside.
- Autodesk, Inc.Feb 2026Autodesk is a leading design and engineering software company supported by structural digitization tailwinds and guided for strong EPS and FCF growth.
- Experian plcFeb 2026Experian is a global credit bureau with unique proprietary data and high switching costs, offering renewed growth via consumer services at an attractive entry point.
- MonotaRO Co., Ltd.Jan 2026MonotaRO Co., Ltd. is a leading B2B industrial e-commerce platform with scalable economics, strong margins, and disciplined capital returns, making the pullback a buying opportunity.
- Spirax-Sarco Engineering plcJan 2026Spirax-Sarco Engineering plc is a UK industrial leader in thermal energy and fluid technology poised for earnings upgrades amid recovering end markets and an attractive valuation.
- Dick's Sporting Goods, Inc.Jan 2026Dick's Sporting Goods, Inc. is the largest U.S. sporting goods retailer expanding its moat via experiential retail and data monetization with further upside from integrating Foot Locker.
- Old Dominion Freight LineJun 2025Old Dominion Freight Line is a high-quality LTL carrier with strong long-term growth potential, consistently delivering high returns and gaining market share despite recent challenges.