Award-winning fund manager and investment officer of ThinkCell joins Brenthurst Wealth as a consulting investment advisor
BRENTHURST STRENGTHENS TIES WITH
TONY BELL & MI-PLAN
Brenthurst Wealth has appointed Mi Plan and Thinkcell to provide joint advisory services on its range of funds, effective November 2022.
With his extensive expertise, Tony Bell, Chief Investment Officer at ThinkCell, will collaborate closely with our internal investment committee and the team at MiPlan to ensure optimal asset allocation and fund selection based on thorough research, benefiting the construction of client portfolios and delivering superior investment services and solutions to our valued clients.
The renowned Mi Plan / Bell Team will now provide advisory services to Brenthurst Wealth, specifically on fund selection within the Brenthurst fund of funds range.
This includes the Brenthurst BCI Balanced Fund of Funds, Brenthurst BCI Cautious Fund of Funds and Brenthurst BCI Worldwide Flexible Fund of Funds.
Bell’s successful management of the Global IP Opportunity Fund for Brenthurst clients via Mi Plan spans seven years, showcasing an exceptional track record, earning the prestigious Raging Bull Award in the Global Multi-Asset Flexible category in 2021
Bell says consistent top-quartile performance cannot be achieved by only running valuation models. His differentiation in managing portfolios is seeing numbers as pictures, referred to as second-order thinking, as opposed to trying to forecast what a company’s share price should be. This involves a deeper understanding of the picture the market is painting of a company and how this picture changes over time.
The Mi-Plan Bell Team’s performance since inception places them solidly in the first quartile over all periods longer than four years to the end of January 2023 and in the second and third quartile for all other periods.
“Tony has exceptional insights, and we believe his analysis, coupled with the research and technical quants skills of Mi-Plan, will make a meaningful contribution to the deliberations and decision-making of the Brenthurst Investment Committee. The Global IP Opportunity Fund, now well in excess of R1bn, has been an anchor fund in portfolios providing offshore exposure via means of asset swaps. It is included in several client portfolios and has weathered market storms to the benefit of our clients. We look forward to the continued engagement with this formidable team of Mi-Plan and Tony,” says Magnus Heystek, Brenthurst Director and Investment Strategist.
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