Bell
Bell Global High Conviction Fund
Global
Mar 2026 → Apr 2026
Our archive holds 2 letters from this strategy, behind 3 investment theses and positions in 12 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year · follow all of Bell for every strategy.
What it bought and sold
This was largely funded through trimming some existing exposures such as mega cap technology stocks which have performed well, including Broadcom, Amazon and Alphabet.
This was largely funded through trimming some existing exposures such as mega cap technology stocks which have performed well, including Broadcom, Amazon and Alphabet.
This was largely funded through trimming some existing exposures such as mega cap technology stocks which have performed well, including Broadcom, Amazon and Alphabet.
Also held
Its investment theses
- AstraZeneca PLCApr 2026AstraZeneca is a global biopharmaceutical company with a diversified pipeline, strong execution, and attractive long-term compounder characteristics.
- Hermès InternationalMar 2026Hermès is a luxury goods company with a strong brand, disciplined supply model, and durable compounding growth potential.
- MercadoLibreMar 2026MercadoLibre is a Latin American e-commerce and fintech platform with founder-led management, scale, and strong long-term earnings growth.