Bell Asset Management
Katrina Lee is an experienced investment professional currently serving as an Investment Associate at Bell Asset Management since January 2024. Prior to this role, Katrina worked as an Analyst at Vesparum Capital from August 2021 to December 2023, where expertise in capital raising transactions for public and private companies was developed. Katrina's career began with a Graduate position at ANZ in the Private Banking & Advisory sector, following a summer internship in the Home Loans and Retail Business Execution Team. Education was completed at the University of Melbourne, with a Bachelor of Commerce degree obtained between 2018 and 2020.
Bell Asset Management
Bell Asset Management is a global equity specialist and has been managing and researching companies since 1 January 2003 under the leadership of Chief Investment Officer Ned Bell and his Investment team. We strive to deliver consistent performance outcomes and superior service to our clients. Our Investment Philosophy is grounded in the belief that a portfolio of very high quality businesses will deliver above average returns over the long term. We are long term investors, who undertake rigorous research in our stock selection process, and believe that high quality companies are able to deliver strong risk adjusted returns to our clients. We have a long only approach, are fundamental bottom up stock pickers, and invest in a globally diversified portfolio.