Bell
Bell Global High Conviction Fund
Global
Mar 2026 → Apr 2026
Our archive holds 2 letters from this strategy, behind 4 investment theses and positions in 4 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.
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.
- TE ConnectivityMar 2026TE Connectivity is an electrical connectors leader with market share gains, double-digit growth tailwinds, and strong cash generation.
- MercadoLibreMar 2026MercadoLibre is a Latin American e-commerce and fintech platform with founder-led management, scale, and strong long-term earnings growth.