Bennett Group Financial Services just added four mutual funds to its portfolio including the Bennett Conservative Fund; Bennett Moderate Fund; Bennett Growth Fund; and the Bennett Aggressive Growth Fund.
Dawn Bennett, chief executive officer and founder, is the PM for the funds. She uses a fund of funds structure consisting primarily of U.S.-regulated open-end mutual funds, exchange traded funds, and high-quality bonds.
“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 said, in a statement.
Ms. Bennett, a Washington D.C.-based private account wealth manager, serves as chief portfolio manager for the Funds.
According to Ms. 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.”
“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 Ms. 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; Bennett Aggressive Growth Fund seeks long-term capital appreciation.
The Bennett Group of Funds portfolio team, led by Chief Investment Strategist, Dawn Bennett, constantly scans for new market opportunities and evaluates trends and movements in markets, sectors and individual investment opportunities on a global basis. According to Ms. Bennett, investing in this New Economic Era requires constant attention to the factors driving markets, and a forward-thinking and disciplined process to determine what she believes to be the best performing asset classes in which to invest.
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.
The Research Team at Bennett Group of Funds believes that equity markets in emerging economies deserve special attention when seeking investment opportunities for the long-term. These markets, along with natural resources and select currency markets, form the basis of the Funds’ research and analysis. The belief is that equity market growth in emerging economies is a highly correlated predictive indicator of future GDP growth in those markets, and one that is aligned with investor’s expectations for overall market growth. The correlation between equity returns and expectations for future growth appears to be stronger in emerging as opposed to developed economies.
The portfolio investments are focused on finding value throughout the spectrum of global opportunity. When it comes time to allocating monies to asset classes, and selecting the best choices for each of the asset classes, the portfolio construction is highly transparent and efficient because the Bennett Group of Funds employ a fund of funds structure consisting primarily of U.S.-regulated open-end mutual funds, exchange traded funds, and high-quality bonds.
Bennett Group Financial Services LLC is a comprehensive financial services firm committed to providing opportunities to clients’ as they seek long-term financial success. Its customized programs are designed with the potential to help grow, lower overall risk and conserve client assets by delivering a high level of personalized service and skill.
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