Bennett Group Financial Services launched four mutual funds available through financial professionals, banks, brokerages and insurance companies for their clients. The new additions are the Bennett Conservative Fund; Bennett Moderate Fund; Bennett Growth Fund; and Bennett Aggressive Growth Fund.
Dawn Bennett, CEO and Founder is a Washington D.C.-based private account wealth manager who also serves as chief portfolio manager for the funds.
According to Bennett, the strategy for Bennett Group of Funds is based upon methodology developed over her 25 years in the investment field managing portfolios. “We are thrilled to offer our expertise to the financial professional and their clients previously only available to our high-net-worth individuals and foundations,” she stated.
“In this complex world of interconnected global economies, we focus on the factors leading to growth: local markets about to take off, natural resources supply and demand, and dynamic currency markets. With this focus, we take a research-based and data-driven approach that is key to the way we manage portfolios. We focus on growth opportunities that many people do not have in their traditional mutual fund portfolios, and it is these very growth opportunities that will be increasingly important to future value creation,” said Bennett.
Bennett Conservative Fund seeks capital preservation and, secondarily, long-term capital appreciation; Bennett Moderate Fund seeks a balance of capital preservation and long-term capital appreciation; Bennett Growth Fund seeks long-term capital appreciation and, secondarily, capital preservation; and Bennett Aggressive Growth Fund seeks long-term capital appreciation.
The Bennett Group of Funds portfolio team scans for new market opportunities and evaluates trends and movements in markets, sectors and individual investment opportunities on a global basis.
Bennett Group of Funds employs a top-down approach emphasizing economic trends and current investment themes with a global perspective to allocate fund investments within specific markets and sectors. It employs a bottom-up focus based on fundamental research when selecting the underlying holdings in response to changes in global themes; when there are adverse issues, or political risks, influences or events; or when it determines that a particular underlying holding, market, segment or sector is no longer considered attractive in absolute terms.
Mary Ann Tasoulas writes for Securities Technology Monitor.