Bellmont Featured in IFA Magazine

posted on June 8th, 2017 by Bellmont Research Team

Logo Bellmont’s David Montuoro and strategic partner Simon Russell from Behavioural Finance Australia were recently interviewed by Adrian Flores of IFA. We have reproduced the article here. If you would like to reference the original article please see the link at the end of the article.

All about behavioural finance

In a world where clients must legally come first, advisers’ understanding of psychology and behavioural finance has never been more important. Read more

Merry Christmas / ASX Trading Hours

posted on December 20th, 2016 by Bellmont Research Team

Logo On behalf of the Bellmont team, we hope you have a fantastic Christmas and New year! We look forward to working with you to make 2017 strong and prosperous. The ASX has a few days off during the Christmas break, but our office will be open any time the market is. Read more

Behavioural Finance Australia forms new partnership with Bellmont Securities

posted on September 6th, 2016 by Bellmont Research Team

Logo Behavioural Finance Australia (BFA), a specialist independent behavioural finance consultant, has today announced that it has teamed up with Bellmont Securities (Bellmont), a specialist independent equities manager and broker, to offer a behavioural finance inspired investment solution designed specifically for accountants and advisers, and their SMSF clients. Read more

Yearly Reality Check – Dalbar QAIB 2016

posted on June 20th, 2016 by Bellmont Research Team

Logo When it comes to investment returns and performance the majority of investors are their own worst enemy. With investor behaviour being the biggest detractor of returns rather than market conditions, and it is that time of year again when we get confirmation of this. For regular readers of our blog you would be more than familiar with the annual research paper from Dalbar entitled Quantitative Analysis of Investor Behaviour (you can read the posts from the last couple of years here and here). Read more

SPIVA Australia Scorecard

posted on April 29th, 2016 by Bellmont Research Team

photo The S&P SPIVA Australian scoreboard has been realised for the year end 2015. The SPIVA Scoreboard examines the performance of active funds management vs their respective benchmark index. Again it is not a pretty picture Read more

Cash vs Gold vs Shares

posted on April 7th, 2016 by Bellmont Research Team

photo In recent presentations we have reflected on the debate about cash vs gold vs shares. It is a debate that many have strong opinions on, however for long term investors we believe there is no debate. Cash and gold are terrible long term investments. If you think this sounds controversial take the time to read the below exert from the 2011 Berkshire Hathaway annual letter written by Warren Buffett. Who succinctly articulates the value of each investment class. Read more

Buffet’s Annual Letter to Berkshire Shareholders

posted on February 29th, 2016 by Bellmont Research Team

photoWarren Buffett has published his annual letter to Berkshire Hathaway shareholders for the 2015 year. It is a must read and provides great insights into the thought and decision making process of the world's most successful investor. Buffett has a unique writing style in being able Read more

The Hidden Influences of Your Brain: Part 4 – Behavioural Investment Strategies

posted on February 24th, 2016 by Bellmont Research Team

This is the fourth of 5 posts that discuss how to use insights about your brain to become a better investor. In the first two posts (post 1 and post 2) we discussed behavioural biases as they impacted Mark & Meg’s decision to buy a car, and as they made a number of investment decisions. In the third post (post 3) we examined some market impacts that result when many investors are impacted by the same biased decision-making. In this post we will consider 5 strategies Mark & Meg may wish to employ in response to behavioural finance insights. Read more

Warren Buffett – New York Times Article

posted on February 24th, 2016 by Bellmont Research Team

We were recently reminded about an article Warren Buffett wrote for the New York Times. It might be a few years old (it's from 2008 in the depths of the GFC), but this is just as relevant today, and well worth reading. New York Times - Warren Buffett: Buy American. I Am.

We Have Moved

posted on February 3rd, 2016 by David

Bellmont Office Just a heads up that our Sydney head office has recently moved. Our new address is located just around the corner from our previous office and is now: Bellmont Securities Suite 2, Level 16, 109 Pitt St Sydney NSW 2000

Phone Numbers:

You will be able to reach us on our existing 1300 numbers and for those international clients or anyone who prefers to call us directly our new direct line is 02 8042 1990.