Bellmont was created because they believe investing and long term client objectives can go hand in hand. A radical change from an industry dominated by short term incentives. Almost all investors will have similar objectives – to build and accumulate wealth over time without exposing their money to risk of permanent loss. Its achieving these objectives that drives everything Bellmont do.
Value investors at heart, Bellmont’s portfolio’s use a rules-based approach to select and invest in Australia’s highest quality stocks trading at reasonable prices. Bellmont’s objective is to offer a managed share portfolio that is designed to generate higher total returns than simply investing in the broad market.