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Bell Global Equities Fund's investment thesis on SCREEN Holdings Co., Ltd. ($7735.T) — Q2 2026 | Buyside Digest

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$7735.TNASDAQSCREEN Holdings Co., Ltd.

NEUTRAL

Bell Global Equities Fund—7735.T

Fund Letter

Q2 2026

Published July 17, 2026

View Fund Profile

$11980.00USD

-8.1% vs last month

$15850.00Pitched

-24.4% since pitch

Market Cap$2.59T

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The Bell Global Equities Fund returned 6.5% in Q2 2026 but underperformed its benchmark by 6.1% as momentum-driven markets favored cyclical value and speculative areas over quality. The fund's QARP...

— Ned Bell

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