tony bell

CHIEF INVESTMENT OFFICER

SOPHISTICATED

LOCAL INVESTMENT SOLUTIONS

Locally, we have strengthened our investment committee by appointing Mi-Plan and Tony Bell of ThinkCell to advise on our fund-of-funds strategies. Leveraging Tony Bell’s award-winning track record and their expertise, along with access to hedge funds, structured products, and private equity, we are able to build diversified, risk-adjusted portfolios that deliver strong performance.

BRENTHURST STRENGTHENS TIES WITH

TONY BELL & MI-PLAN

Award-winning fund manager Tony Bell joined Brenthurst as a consulting investment advisor in 2022. With his extensive expertise, Tony Bell, Chief Investment Officer at ThinkCell, collaborates closely with our internal investment committee and the team at Mi-Plan. Together, they ensure optimal asset allocation and selection within the Brenthurst fund of funds range based on thorough research, benefiting the construction of client portfolios and delivering superior investment services and solutions to our valued clients.

This includes the Brenthurst BCI Balanced Fund of Funds, Brenthurst BCI Cautious Fund of Funds and Brenthurst BCI Worldwide Flexible Fund of Funds.

Another Perfect 10!

MI-PLAN IP Global Macro celebrates 10 years of top-quartile performance

Bell’s successful management of the GLOBAL IP OPPORTUNITY FUND for Brenthurst clients via Mi-Plan for more than 10 years showcases an exceptional track record and earned the prestigious Raging Bull Award in the Global Multi-Asset Flexible category. The fund, more than R1.5 billion in size, has been a top quartile performer for many years. Furthermore, their management of the MI-PLAN IP GLOBAL MACRO FUND has garnered 10 awards, including seven consecutive Raging Bull Awards from 2016 to 2022, setting an industry milestone.

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.

Testimonial

“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.

Scroll to Top